My thoughts and a few much smarter than I, 1.SGR over weight position,  2. Bullion, gold and lesser amt of silver at least 15% of investment money 3.GWR Resources, GWQ.V    a porphery copper/ gold potential mine in B.C. Quesnel Trough, I, we own a lot,about C$1.15 today, see their web site.  4. North Peace, NPE, usa symbol, an oil sands play, pretty unknown, but one of the better, if not best undeveloped. To look into 3 and 4 look at TIPS, Trust Intelligence Service, Allan Ross, a Canadian, ph d, Ontario, at  tips@kos.net  5. silver wheaton, SLW or the B warranty slwbf, again usa symbol, Jasmts