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First Quantum Minerals Ltd. (FM $23.16)
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Lundin Mining Corporation (LUN $15.65)
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Hudbay Minerals Inc. (HBM $12.89)
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Nutrien Ltd. (NTR $76.56)
Q: Hi! I own TECK.B and KL as part of my materials exposure. Small positions about 3% total of my portfolio. Looking to increase to about 10% of my portfolio. Given what I currently own, I am thinking of adding Nutrien for some ag exposure and then one of LUN, FM or HBM. Do you agree with this approach? Do you think 10% materials exposure is too high or too low given current economic expansion and inflation environments?
Thanks,
Jason
Thanks,
Jason