-
Freeport-McMoRan Inc. (FCX $38.87)
-
Cameco Corporation (CCO $117.54)
-
CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $78.19)
-
Methanex Corporation (MX $54.59)
-
Agnico Eagle Mines Limited (AEM $234.71)
-
Capstone Copper Corp. (CS $12.37)
-
Nutrien Ltd. (NTR $83.39)
-
West Fraser Timber Co. Ltd. (WFG $95.32)
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