- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Lundin Mining Corporation (LUN)
- iShares S&P/TSX Global Gold Index ETF (XGD)
- Ivanhoe Mines Ltd. (IVN)
- Neo Performance Materials Inc. (NEO)
- Ero Copper Corp. (ERO)
- Kirkland Lake Gold Ltd. (KL)
- Reliance Inc. (RS)
- Nutrien Ltd. (NTR)
Q: My Materials sector needs to be increased to about 10% of portfolio - currently I have only 1.3% - all held in KL (underwater 15%).
I note you have ccl.b in the Balanced Portfolio but it does not seem to be in your recent recommendations for Materials ? ?
At the moment my shopping list looks like this:
LUN, IVN, ERO, NEO, NTR, RS, FCX, XGD ( Sell KL ??) , CCL.b ??
Would appreciate your assessment and comments and suggestions for alternatives. Dividend not necessary.
Use whatever number of question credits req'd. Thanks as always.
I note you have ccl.b in the Balanced Portfolio but it does not seem to be in your recent recommendations for Materials ? ?
At the moment my shopping list looks like this:
LUN, IVN, ERO, NEO, NTR, RS, FCX, XGD ( Sell KL ??) , CCL.b ??
Would appreciate your assessment and comments and suggestions for alternatives. Dividend not necessary.
Use whatever number of question credits req'd. Thanks as always.