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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi 5i team,

I'm looking to add a 5-10% Gold position to my portfolio and would appreciate your views on this line of thinking.
Do you consider Gold as a volatility hedge a worth while endeavour? And if so, what 2 or 3 companies would you recommend for a Balanced portfolio approach?

Thanks again for your excellent service!
Read Answer Asked by Tristan on March 30, 2017
Q: Hi: I decided some time ago to follow your advice to buy a position in gold, and bought a half position in AEM. I want to be ready to fill the other half, and would appreciate your opinion on what stock to buy. I prefer stocks to bullion. Thanks for your always excellent advice.
Read Answer Asked by Roland on March 21, 2017
Q: Hi there. I'm heavily invested in financials,tech and industrials. So far so good. I don't have any defensive stocks such as gold and silver as I tend to be more of higher risk investors. What do you recommend as far as % of position in Gold/Silver sector? Do you recommend positions in this sector regardless of where the market is?
Read Answer Asked by Robert on February 23, 2017
Q: I've owned and lost way too much money on Goldcorp over the years, only holding onto it to keep a balanced portfolio, but I should have sold this stock and bought another gold player a long time ago. Would Eagle Mines be a good replacement or what does 5I suggest as a replacement, with a moderate conservative profile and what kind of weighting should I hold for precious metals
Read Answer Asked by david on February 16, 2017
Q: good morning...I replicate the balanced portfolio exactly with the exception of AEM...I cannot get my head around owning this part of the basic materials sector..but, I always bow to your expertise and what damage would my decision do going forward to my returns...can you please respond to this and give me your sage advise....cheers
Read Answer Asked by gene on February 15, 2017
Q: Hello team,

What are your favourite names for gold exposure (producers or royalties) that offer the least amount of balance sheet and political risk.

Thanks
Read Answer Asked by Jason on February 03, 2017
Q: I am just about to set up my portfolio. I am following your balanced equity portfolio. Most will be put into TFSA. I have to select about 6 to go in non registered. Obviously these would be the ones I would expect lower returns. Which ones should I select? I plan to keep not touch these investments for 8 years.
T Steve
Read Answer Asked by Stephen on January 30, 2017
Q: I have no gold in any of my 3 portfolios. I feel that I should have gold exposure. Could you recommend a stock that I could hold for the rest of this year. I would like to see some dividends with a gold stock.
Read Answer Asked by Ken on January 24, 2017
Q: Can you tell me what would be your favourite gold stocks right now. Not explorers, but actual producers, small, medium, or large, that can make money at this price, and hopefully have the prospect of increasing production. Thanks for your help.
Read Answer Asked by Donald on January 18, 2017
Q: On July 15/16 you responded to a question on what would be some good gold stocks to buy at the prices that existed then. You suggested AEM, RIC, MND, BTO, FNV, SMF for a variety of reasons depending on the company. Would these still be your choices today considering the change in gold prices and other factors. If changes should be made do you have any new suggestions. Thanks.
Read Answer Asked by Rob on December 22, 2016
Q: Hi everyone,

Happy Holidays! I have small exposure to the materials sector through a 4% position in Stella-Jones. With the decrease in gold, I am looking at adding some gold exposure with Agnico Eagle. Do you favour adding exposure to gold or other sub sectors of materials. I know you've recommended Methanex recently.

Thanks,
Jason
Read Answer Asked by Jason on December 15, 2016
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