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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: I have a large portfolio of 1.3 Mil in value. They are accross all sectors. I will be adding another 200k shortly. I have no precious metals in my portfolio as I was not comfortable with the volatility. What would you suggest for percentage amount of precious metals and what companies, ETF's
would you suggest. Is holding physical gold less volatile that companies?
If so, is there an ETF that holds physical gold.
Read Answer Asked by Ric on August 03, 2016
Q: Hello,
I have approx 25% of my portfolio in my US$ account and those funds will remain in US$ for the long term. When the CAD$ strengthens vs the US$, my overall portfolio balance drops as a result of this.
Are you aware of an ETF or other product that would protect my overall portfolio balance and act as a hedge from a strong resurgence in the CAD$ to more or less prevent losses simply as a result of the CAD$ going up in value? Also, if there is such a product, how much would I need to buy to cover 25% US$ balance?
Conversely, is there a pairs trade that you could suggest that would keep my accounts balanced at the current levels regardless of which way the Cad$/US$ goes? Again, is there a percent amount of my overall portfolio balance that I would need for each of these to more or less keep me revenue neutral and not have to worry about currency fluctuations?
Thank you.
Read Answer Asked by Alan on June 21, 2016