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Freeport-McMoRan Inc. (FCX $68.29)
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Cameco Corporation (CCO $171.91)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $93.78)
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Methanex Corporation (MX $71.83)
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Agnico Eagle Mines Limited (AEM $344.78)
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Capstone Copper Corp. (CS $13.71)
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Nutrien Ltd. (NTR $103.55)
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West Fraser Timber Co. Ltd. (WFG $90.67)
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