Updated holdings from Fund LibraryAppears back to the same old game, sell off the good dividend paying royalty and mining companies to buy into more risky underperforming stocks.
Gone from the top 10 are some of my favs, WPM, KL and NGT....
Also appears the managers at PME and MMP.un did some sell in MAY and go away...
Over 14% in cash.
To MAY 31st , 2020
Holdings
CAD **** 14.04%
OR ******* 9.06%
GUY******8.41%
KNT****** 7.36%
SSL****** 6.21%
ASR******5.91
AEM******5.76
SAR( ASX) *5.59%
SMF********4.95
PAAS******3.34