Portfolio Update
AuAg Silver Bullet
Presented below are portfolio updates that took place in addition to ongoing trading on daily in/outflows in the fund.
Portfolio updates include additions/deletions of holdings or changes of target weight.
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Published: 2023-03-01
The following portfolio updates have been implemented for AuAg Silver Bullet.
Discovery Silvers' new target weight is 2% (1%).
- Good silver exposure
- Better liquidity in the stock. Now on TSX instead of TSX.V
Hudbay Minerals' new target weight is 3% (2%)
- Good exposure towards both silver and copper
- Increased TW before Pan Americans acquisition of Yamana
Yamana Golds' new target weight is 2% (4%)
- Gradual reduction to prepare for the acquisition by Pan American (8%)
Portfolio updates from fund launch to January 2023 is not published in this format.
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