Ralph Aldis: This Is the Key to Building Wealth

Author: USGI
Date Posted: February 4, 2016 Read time: 3 min

JT Long of Streetwise’s The Gold Report talks with portfolio manager Ralph Aldis about what investors should focus on when markets are volatile and global growth seems to be stalling.

JT Long of Streetwise’s The Gold Report talks with portfolio manager Ralph Aldis about what investors should focus on when markets are volatile and global growth seems to be stalling. Ralph says regardless of what the pundits are saying, “all investors need an asset plan designed around individual timelines…then they have to stick to it.”

Ralph shares a few companies that he is “sticking with,” some of which are found in the Gold and Precious Metals Fund (USERX) and the World Precious Minerals Fund (UNWPX).

 

Read the interview here to get the full insight from Ralph.

 

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Gold, precious metals, and precious minerals funds may be susceptible to adverse economic, political or regulatory developments due to concentrating in a single theme. The prices of gold, precious metals, and precious minerals are subject to substantial price fluctuations over short periods of time and may be affected by unpredicted international monetary and political policies. We suggest investing no more than 5% to 10% of your portfolio in these sectors.

Foreign and emerging market investing involves special risks such as currency fluctuation and less public disclosure, as well as economic and political risk. Because the Global Resources Fund concentrates its investments in specific industries, the fund may be subject to greater risks and fluctuations than a portfolio representing a broader range of industries.

Fund portfolios are actively managed, and holdings may change daily. Holdings are reported as of the most recent quarter-end. Holdings in the Gold and Precious Metals Fund, Global Resources Fund and World Precious Minerals Fund as a percentage of net assets as of 12/31/15: Agnico Eagle Mines (Gold and Precious Metals Fund 4.50%, World Precious Minerals Fund 1.01%), Alamos Gold Inc. (World Precious Minerals Fund 0.01%), AuRico Gold 0.00%, Barrick Gold Corp 0.00%, Coeur Mining 0.00%, Eldorado Gold Corp (Gold and Precious Metals Fund 0.81%, World Precious Minerals Fund 0.01%), Franco-Nevada Gold Corp 0.00%, Goldcorp 0.00%, Gran Colombia Gold Corp (Global Resources Fund 7.08%, Gold and Precious Metals Fund 5.75%, World Precious Minerals Fund 8.30%), Integra Gold Corp (World Precious Minerals Fund 1.10%), Klondex Mines Ltd (Global Resources Fund 3.61%, Gold and Precious Metals Fund 14.47%, World Precious Minerals Fund 15.77%), Newmarket Gold Inc. (Gold and Precious Metals Fund 1.84%, World Precious Minerals Fund 1.24%), Northgate Minerals 0.00%, Osisko Gold Royalties Ltd (Gold and Precious Metals Fund 5.76%, World Precious Minerals Fund 5.89%), Pretium Resources Inc. (World Precious Minerals Fund 3.85%), Royal Gold Inc. (Global Resources Fund 0.55%, Gold and Precious Metals Fund 1.56%, World Precious Minerals Fund 0.47%), Rye Patch Gold Corp (World Precious Minerals Fund 0.79%), San Gold Corp 0.00%, Silver Wheaton Corp 0.00%, Tahoe Resources Inc. (Gold and Precious Metals Fund 1.49%).

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