Q: I am considering adding an ETF that provides coverage of assorted/balanced commodities. I would appreciate having some names that you would recommend; Canadian or USA. What is your opinion of adding a position as an uncorrelated asset to balance an all equity portfolio. I hold diversified energy holdings already (pipelines and producing companies in both oil and gas). I also hold mining stocks, RIO and AEM.

Q: Can you suggest any Commodity ETF's that track the S&P livestock index, or food index? Do you think that they could provide increased returns due to tariffs, or possibly other disease and weather related events that may affect global food supply?

Q: Hi 5i,
I recently sold Fresh DelMonte Produce/FDP after a nice run up. Apart from Nutrien/NTR I have no other agricultural related stock or ETF.
Could you recommend one or two options (either stock, ETF or both) as a good replacement?
Have to say, bit of a confusing world at the moment?
Much appreciated.
Ralph