CONSIDER ADDING SOME COMMODITY EXPOSURE TO YOUR PORTFOLIO
COMMODITIES ARE:
- Currently unpopular
- Cheap
- “Only asset class to make money in an inflation shock”
Credit Suisse Commodity Return Strategy (CRSOX):
“…Morningstar’s sole actively managed medalist fund in the commodities
broad-basket category…”
Greenhaven Continuous Commodity ETF (GCC)
“…it equally weights various commodities, resulting in a much lower allocation to energy stocks than its peers.”