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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: For asset allocation I follow AlphaBeta which suggest 6% for. Basic Materials I have 1.35%. Any suggestions for additions to this sector?
In Health Care it suggest 9% I have 6.44% mainly1.45 % in Well the rest must be from holdings in ETFs . Any suggestions.?

Read Answer Asked by Roy on July 13, 2021

Q: What is your view on commodity prices relative to the recovery from the pandemic and/or the global efforts to curb carbon omissions? Is the demand outpacing supply and if so what are the companies or ETF's to hold over the coming years? Is there any particular metals that one should focus on?

Read Answer Asked by Ronnie on April 20, 2021

Q: My question relates to Warren Buffet's purchase of 5 major Japanese trading companies.

If one likes to mirror Buffet's buys, in your opinion, would you be inclined to follow him into this move?
I believe none of these are traded on USA exchanges.
So if you like the move, is there an ETF that you would suggest in order to participate in this move of his?

Read Answer Asked by Donald on September 01, 2020

Q: I'm 2 years from retirement. I will have a company pension. Within my dividend growth stock portfolio, I've already reached my dividend income goal.

With all the money printing and worldwide government debt, I am looking to increase my gold exposure in attempt to diversify one step further, and (hopefully) provide some investment protection. It may not be the '70's all over again, but hard assets seem to becoming more attractive.

I would like to increase my gold exposure to 20%.
I know weighting is a personal choice, and I know you tend to moreless limit weighting in a given stock to about 5%.
Currently I am at about 5% with CEF, and only about 1% with GDXJ - to potentially provide a bit of torque. I would like increase those weightings to 17% and 3% respectively. Is this reasonable? I don't know if there is really any benefit in splitting the bullion exposure to CEF / PHYS, do you?

How do my NTR (5%), CMP (1%), DBC (1%) commodity investments fit into this picture? Should they be part of the 20% or would you consider those as a separate sector, and thereby figured separately from the overall weighting?

Thanks.

Read Answer Asked by James on August 18, 2020