Post by
mouserman on Jun 09, 2020 10:28am
Updated holdings from Fund Library
Appears 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
Comment by
coolslug1 on Jun 09, 2020 11:25am
Mouserman, I don't see an updated list of holdings at the CI Invetments website. Can you share the link to where you found this latest info please. Thanks in advance.
Comment by
mouserman on Jun 09, 2020 12:03pm
https://www.fundlibrary.com/MutualFunds/Detail/sentry-select-primary-metals-corp-pme/138717