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  5. CS: with the tariffs coming up shortly on copper do you suggest i reduce my position on capstone copper. [Capstone Copper Corp.]
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Q: with the tariffs coming up shortly on copper do you suggest i reduce my position on capstone copper.

I have done quite well in this stock and currently have a 5% position in my portfolio.

Thanks for your opinion
Asked by Tony on July 28, 2025
5i Research Answer:

We can't comment on position sizes, but would note CS is only 2.4% in our model growth portfolio. Copper prices have been rising with tariff concerns and we would be comfortable holding a small position in CS for materials exposure. It is also exceedingly hard to manage a sell-and-rebuy strategy successfullly. We would prefer not to time the market. 

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