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Wheaton Precious Metals Corp. (WPM $191.53)
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Agnico Eagle Mines Limited (AEM $282.11)
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Nutrien Ltd. (NTR $95.05)
Q: Currently hold AEM and WPM, but no NTR. Would it be reasonable to sell WPM to pick up some NTR to diversify a bit? Thank you.
5i Research Answer:
Yes; this would diversify a portfolio's materials exposure nicely, we think. This is not to say we dislike WPM, but it would improve diversification and we would be comfortable with such a move.