The Panic-Proof Portfolio (Stockchase Research)Royal Canadian MintMNT.TOTOP PICKJan 29, 2026

Gold is a real asset that has retained its value best since the time of the Romans.  Inflation is increasingly likely to rage again the longer the conflict in the Persian Gulf persists.  A weakening US dollar could accelerate the move.  The recent pullback in bullion prices makes this a good time to re-enter or add to gold holdings.  MNT holds 250,000 oz within the Royal Canadian Mint and charges a low holding cost (MER of 0.35%).  We recommend setting a stop-loss at $48, looking to achieve $78 -- upside potential over 18%.  Yield 0%

Our PAST TOP PICK with MNT has triggered its stop at $64.  To remain disciplined, we recommend covering the position at this time.  When combined with previous guidance, this will result in a net investment gain of 5%.  

Our PAST TOP PICK with MNT has achieved its target at $76.  To remain disciplined, we recommend covering half the position at this time and trailing up the stop (from $58) to $64.  

Geopolitical uncertainty keeps gold in favour.  The trust holds unencumbered physical gold at the Royal Canadian mint.  We recommend trailing up the stop (from $53) to $58, looking to achieve $76 -- upside potential over 17%.  Yield 0%

With the recent pullback in gold prices, this is a good level to again reiterate MNT as a TOP PICK.  Global uncertainty continues and physical gold is a good safe harbour.  We continue to recommend a tight stop at $53, looking to achieve $69 -- upside potential of 18%.  Yield 0%

Our PAST TOP PICK with MNT is progressing well.  To remain disciplined, we recommend trailing up the stop (from $48) to $53 at this time.  

With continued geopolitical uncertainty, along with US Administration trade issues, we reiterate MNT as a TOP PICK.  This trust holds unencumbered physical gold bullion at the Royal Canadian Mint and trades in Canadian dollars, while avoiding operational risk associated to owning a gold producer.  We recommend trailing up the stop (from $42) to $48, looking to achieve $60 -- upside potential over 17%.  Yield 0%

As geopolitical uncertainty persists, along with US Administration trade issues, we select MNT as a TOP PICK.  This trust holds physical gold bullion at the Royal Canadian Mint, that is unencumbered, trades in Canadian dollars and avoids operational risk associated to owning a gold producer.  We recommend setting a stop at $42, looking to achieve $57 -- upside potential of 17%.  Yield 0%