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Re: Mohamed El-Erian's "Portfolio for a New Era" -DXCTX erryl  07-04-2008, 9:56 PM | Post #2535654
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Thanks, Di.  You amaze me.  Don't you think that the under-performance of the fund recently is due to its 37.5% weighting in energy (quite a bit less than the other funds you mention)?  I am looking for something that isn't heavily weighted toward energy, because I already have a lot of energy commodity holdings.

Do you have a recommendation for someone that wants something that one could buy and hold for awhile?  or are you saying that the best and maybe only way to invest in commodities is to learn how to trade them?

Thanks a lot... I value yours and uh's opinion a lot.

erryl

 

Topics commodities commodity Funds invest value View Complete Thread
 
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