-
Freeport-McMoRan Inc. (FCX $60.45)
-
Cameco Corporation (CCO $160.47)
-
CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $85.37)
-
Methanex Corporation (MX $68.92)
-
Agnico Eagle Mines Limited (AEM $296.66)
-
Capstone Copper Corp. (CS $11.39)
-
Nutrien Ltd. (NTR $104.64)
-
West Fraser Timber Co. Ltd. (WFG $87.04)
Q: In your answers to questions regarding sectors allocation, you say that materials sector should be at 10%. In my case it is 4% and includes AEM, NTR, CCL.B, WFG, MX. What would you do to increase my allocation? Would you replace some companies? Thank you