Q: I am reading about the benefits of adding commodities to a portfolio (PIMCO /Ibbotson 2006 study). Low correlation with other assets, positive correlation to inflation, optimal allocation from 9 to 29%.
Any overarching comments on the pros and cons of commodities in a portfolio?
Can you recommend how a regular DYI investor might try to add exposure to this area?… an ETF? Any specific securities you recommend taking a closer look at? I don’t want to be buying pork belly contracts!
Lastly, suggestion on ranges of how much commodities should represent in a portfolio? A conservative investor would be X% while an an aggressive investor would be Y%.
Any overarching comments on the pros and cons of commodities in a portfolio?
Can you recommend how a regular DYI investor might try to add exposure to this area?… an ETF? Any specific securities you recommend taking a closer look at? I don’t want to be buying pork belly contracts!
Lastly, suggestion on ranges of how much commodities should represent in a portfolio? A conservative investor would be X% while an an aggressive investor would be Y%.
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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Agnico Eagle Mines Limited (AEM)
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Acadian Timber Corp. (ADN)
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Capstone Copper Corp. (CS)
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Invesco DB Commodity Index Tracking Fund (DBC)
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iShares S&P GSCI Commodity-Indexed Trust (GSG)
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CI Auspice Broad Commodity Fund (CCOM)
Q: I was interested in Stifel’s recent bullish long term forecast for commodities. Do you share in their enthusiasm, and can you suggest a favoured ETF and several preferred stocks in the sector. Thanks, Don
Q: I was reading last week about the Credit Suisse Report where they were suggesting that a commodity play would be a good hedge against inflation. The best way to play it is with futures. Do you agree and what is the easiest way to do it?