Thoughts on Commodity Index Funds?
patgill
06-20-2007, 8:58 AM | Post #202119 |
7 Replies
I am considering adding such funds to my portfolio....
Any suggestions?....
Originally posted in thread: 584
A more diversified approach:
06-29-2007, 8:45 AM | Post #2405990
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I use PCRDX because I think the DJ-AIG commodities index is the most balanced and I suppose I like the TIPS exposure.
But I complement the commodities index fund with investments in commodities producers (VGENX, VGPMX, VAW, etc) and commodity exporting countries (EWC, EWA, EWZ, EZA, etc).
Over time, these non-index commodities investments have performed very well, and have left PCRDX in the dust. In fact I am now thinking of dumping PCRDX altogether as congenitally defective. The loss due to contango seems to be a serious and "permanent" drag on performance.
Regards
Originally posted in thread: 584
BCF-Blackrock Real Assets
07-17-2007, 10:25 AM | Post #2413768
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this is closed end fund trading at discount with good yield. Another way to be in some commoditites.
Originally posted in thread: 584
Buy Direct stock or Commodity instead
08-11-2007, 10:02 PM | Post #2424617
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I didn't like the kinds of rturns in those Commodity funds... so I went Direct route instead
of course, I just use part of my High Risk Port for it and not my Core Port $
It's a whole Education in itself
Originally posted in thread: 584
I have 11% of my portfolio in commodities.
08-13-2007, 9:53 PM | Post #2425278
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That might not be right for you.
To start your research, I recommend you take a look at
Conversation 59973 on the Vanguards Diehard Forum.
Mike
Originally posted in thread: 584
Here are some interesting conversations
08-14-2007, 7:52 AM | Post #2425355
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and papers on the subject:
http://www.diehards.org/forum/viewtopic.php?p=1425
http://www.diehards.org/forum/viewtopic.php?t=2868&highlight=commodities
http://altruistfa.com/commodityfunds.htm
Originally posted in thread: 584
Consider the RICI index.
08-19-2007, 9:41 PM | Post #2427849
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This was created by Jim Rogers (Hot Commodities), and has its own take on commodities investing. It is a pretty painless way to invest, and his index emphasizes agricultural commodities more than most. Just Google RICI index, and his site is the first hit.
I have decided to simply invest in gold and silver, but would drop some money in RICI if I had additional capital to invest.
Originally posted in thread: 584
Another resource
08-20-2007, 7:19 AM | Post #2427912
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.
http://raddr-pages.com/research/CommodityFutures.htmYou can also find some good threads (mostly older) on the associated board.
Originally posted in thread: 584