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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: The Portfolio Tracker recommends a broadly, geographically and sectorally diversified portfolio of stocks and bonds. The suggested allocation for basic materials, which I presume includes gold, is around 4%. In addition, none of the model portfolios include gold.

In recent questions from readers, you have increasingly given positive recommendations about holding gold. Is this an evolution in your views, or do you still recommend that readers invest based on the geographic/sector allocations similar to the portfolio tracker. If you do feel that investors should be diversifying further by asset class and buying gold, what percentage of one's portfolio would you recommend? Do you have any plans to adjust the portfolio tracker allocations, or the model portfolios to include gold?

Thank you for your excellent advice.
Read Answer Asked by Dale on July 17, 2020
Q: I wonder what your opinion on this small cap gold producer is WRT peers? I don't see any mention of it , anywhere. All the numbers seem to be moving in the right direction, but am I missing something? I realize it is higher risk, but should it not be seeing more upside given the run up in gold recently? Are there better small cap gold producer options?
Read Answer Asked by Thomas on July 17, 2020
Q: Hi there, looks like Eric Sprott is boosting his stake in KRR (formerly RNX), any further thoughts?
Peter, you were involved with Eric Sprott and know him quite well, can you provide any thinking that goes on with his methodology when it comes to investing even more money in a small cap (producing mines) gold company as he just did with KRR?
Can you please confirm if this is the highest he's paid for KRR/RNX shares?
I believe KRR is setting itself up really nicely, with tailwinds helping it start a new run in share price, again! your thoughts would be appreciated?
Just curious, what would KRR need to do (check off list if possible) in order for you to ever consider this small cap gold stock to be included in the 5i Growth Portfolio? Gold seems to be finally proving itself, as an investment, now that its holding above $1800, with possible new all time highs.
Any additional metrics, ratios or analysis for KRR would be greatly appreciated, thanks.
Thanks!
Read Answer Asked by Hussein on July 16, 2020
Q: Hi,
I would like invest some money in to Gold sector. Instead of putting money in to one gold producer, I would like to invest money into DEUTSCHE Bk AG/DB GOLD DOUBLE LONG (DGP). Please advice this is a good stock to invest or you prefer another stock,
Thanks
Read Answer Asked by vipin on July 14, 2020
Q: Hi 5i team, is it too late to enter the gold mine sector? Of the above companies, how will you rank them in terms of growth potential and price appreciation long term? thanks.
Read Answer Asked by victor on July 10, 2020
Q: I recently bought AEM and KL for gold exposure. Looking back at 2008-2011 after the financial crisis, gold and silver had massive rallies! Do you think the macro conditions now with central banks pumping out money into the economy set up the same conditions for a multi year rally as well or what was different back then to now? Would you suggest holding both silver and gold? What would be your top etf for silver and 3 best silver stocks? Thanks!

Read Answer Asked by Keith on July 10, 2020
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