Investment Q&A

Q: I have no exposure to gold in my portfolio. What would you suggest for a new position in gold? Thank you

Donna

Q: After too many tiresome articles in financial media, including Barrons and WSJ, that one should “always” hold gold to diversify one’s portfolio, I gave in. I do not understand gold, have no idea how to value it and I certainly have no clue what affects the value of that asset. Notwithstanding my utter ignorance, I bought GLD:US just to shut-up the pesky, nagging voices in my head. After 2 years, GLD:US has been dead money. Worse, value is down > 10.%.

I wonder: is gold in any form, such as GLD, a *MEANINGFUL* ballast (although not a counterweight or hedge), in a 95% US-equities portfolio? Would you sell and move on?

Do you *really* think it prudent to keep holding GLD? If yes, I will continue to hold—and continue to be clueless.

Q: Do you have a preference here?

Q: What is the difference between GLDM mini-shares and GLD ?

Q: What are some of your top value stock and ETF picks to protect against inflation during the next 1-3 years. Thanks as always.

Q: Hello,
Would appreciate your suggestions on a couple of good low fee ETF's for commodities
Thanks
Darryl

Q: Ishares US REAL ESTATE ETF (not in your data base)
can you comment on this ETF for a diversified real estate play. Do you view this as a decent entry point.
What's your view of starting a portfolio of these 5 ETFS with a 20% weighting in each, then rebalancing every year back to the original 20% weighting. Im hoping maintaining the 20% cash position will help smooth out the portfolio in these uncertain times, maybe it will outperform the more popular 60/40 portfolio.
thanks Gordie

Q: I bought some FNV last year and exited my position in April 2020 (too soon but still a double). I am thinking of returning to gold as I now have none (and feel uncomfortable with none).
a) Is this a decent time to return?
b) Should I return to FNV now that it has dropped back from its high?
c) Or should I choose one of GLD:US, IAU:US or SGOL:US and if so which do you prefer?
Thanks for your help.

Q: Looking to add to my gold exposure (currently a small position in GLD). Can you let me know your preferred choice for a:
1. Gold ETF
2. Gold Miner/Producer
3. Gold explorer
4. Gold - high risk/high opportunity
5. Gold...? something alternative here, perhaps like GoldMoney

Thx.

C.

Q: Do you know a web site where it could be easy to know the AISC costs for gold miners, mines’ lifespan, etc .. Kind of ranking lists, without going thru each producer data. Otherwise, do you have similar info for the most popular producers? … Gold be with you ..

Q: Hi,

Im looking to buy gold in US market as I own XGD in CDN market. What do you recommend?

Q: Good Day
I'm look to add ~3% weighting in precious metals. I currently own 3.9% HEP:T.
Your thoughts please.

Q: Hi Group thing of moving from 8% exposure in gold and silver to 20%- is this low medium or high risk considering the mess the word is presently in?

Second question I presently own following
- AEM - Up 19%
- GLD - Up 10%
- GDXJ - up 40%
- WDO- Up 7% (jut bought last week on your recommendation)
- FNV - Up 10%

Thinking of selling GLD and replacing with AGI + KL also want to buy some silver stock leaning towards FVI + PAAS + USA. Your comments please

Deduct credits as you see fit Thanks

Q: Hi Group I have AEM,GLD, FNV,GDXJ in my present Gold holdings, that represents 7% of my portfolio. I would like to go to 10% (your thoughts on moving to 10%) .Should I buy another stock or add to one of my present holdings (GDXJ) is my best performer. I am medium risk investor. Appreciate your comments

Q: Hi group any idea why GLD and FNV are struggling in this market. They are both lagging the gold sector in general and are well off their 52 wk highs. Looks like I got the sector right but picked the wrong stocks would you sell them both and replace the with something else please recommend alternatives Thanks

Q: I’m looking for exposure to gold bullion and am considering GLD (SPDR has .40% mer), PHYS (Sprott), IAU (ishares gold trust has .25% mer) or MNT.CA. Which one do you prefer and why, (I’ve read stricter auditing for PHYS)? Also should I be buying in USD or CAD? Looking for protection against money printing and a general hedge or if USD losses it’s position as world reserve currency.

Q: How much importance do you place on having gold exposure in a well balanced sizeable portfolio? If important what is your favourite ETF to give this exposure or is there a specific company you prefer? Thanks. Donna

Q: Hi group I believe that Tech + health + gold will be the leaders when we come out of recession. Can you give me a list of 2 ETFs for each sector along with 2 individual stocks you like for Canada + USA. Am also interested you take on my sectors that will lead the recovery and should I start picking away or wait ??? (I believe the market are vastly overbought and does not factor in the economic reality that the virus is going to do to the market. Please deduct credits at your discretion.

Q: Hello Team
I am hearing different comments, and one from David Rosenberg in particular, suggesting it is quite possible to see a 60cent dollar in the not too distant future and I would appreciate your thoughts. Further to this personally I feel that the markets seem to be going through a period of "irrational exuberance" and personally I feel we are only at the beginning of what is to come in terms of a downturn in the Canadian economy. With this in mind, what would your thought be of changing some Canadian dollars in my accounts to US dollars for investment purposes. I would also consider using a US ETF such as GLD to play the rising gold stocks. Appreciate your thoughts

Q: What are fees for these?

Thanks,
Milan