deuxsous

While Gartman is Goldless, I Still Itch for Commodities

RYFOX looks like an excellent "one stop" approach to "alternative" approaches. I have RYMFX which is the Trader Vic Sperandeo approach to managed futures in commodities and financials (note, bonds, forex). That's 50% of what's in RYFOX as you know. RYFOX gives the manager some greater flexibility in the commodity and forex area, and since they both started up in March at about the time of the gold peak, RYFOX has outperformed RYMFX.

I'd say you ARE smart in your choice! ;)

17 Commodity ETFs to Hedge Your Portfolio

it's an equally-weighted index so it isn't as volatile as the GoldiSax Index which is well over 50% crude oil. So it may not be the best choice for short term trading, but it's super for long term diversification of a total portfolio. i'm using it as an inflation hedge in an income portfolio.

another similar one is PIMCO's PCRDX or PCRIX which uses a DJ-AIG indexed note over a TIPS base. It pays about 4% on the TIPS, so it works well in a tax-deferrred IRA or similar account as a double barreled inflation hedge.

17 Commodity ETFs to Hedge Your Portfolio

Also there is old CEF from Canada, also traded in the US. It is equally-weighted in gold and silver and has been around since the 1980's.

17 Commodity ETFs to Hedge Your Portfolio

The best commodity index ETF is GCC. It is the old CRB Index with 17 equally-weighted commodities, essentially all US-traded commodity futures except no oats, no soybean meal or bean oil, and no meats. Being equally-weighted, the ride is smoother. And when coffee and cocoa make their runs, you're there too.

Plus you get the very favororable taxation afforded to futures as opposed to ETN's and to collectibles like the silver and gold funds. (Many of DB's funds are also futures based.)

I own GCC.

I own GCC.

Too Much Money Chasing Too Few Commodities

This inflation was all predictable and predicted in the late 1990's when all the "smart people" were deflationists. Greenspan and Bernanke didn't create inflation. Falling supply (due to twenty years of underinvestment) and mariginal growing demand from newly developing countries created inflation....as was true after 1949 and after 1896. It's a simple cycle.

The FED is making it more certain and perhaps speeding inflation up a bit, but they are really powerless to make a lot of difference in the long run. As inverstors our job is to make money for ourselves and families (clients?) to try to stay ahead of inflation and taxes. It's harder now than when bonds are going up year after year and stocks too, but it can be done.

If you are in commodities and gold and infrastructure (shipping) you should be proud, not feeling guilty. You are following the market instead of fighting it. You are a hero to those you are responsible for now or in the future, and you are paying taxes which may help others. You'll be paying a lot more taxes by 2010. :))

Too Much Money Chasing Too Few Commodities

This inflation was all predictable and predicted in the late 1990's when all the "smart people" were deflationists. Greenspan and Bernanke didn't create inflation. Falling supply (due to twenty years of underinvestment) and mariginal growing demand from newly developing countries created inflation....as was true after 1949 and after 1896. It's a simple cycle.

The FED is making it more certain and perhaps speeding inflation up a bit, but they are really powerless to make a lot of difference in the long run. As inverstors our job is to make money for ourselves and families (clients?) to try to stay ahead of inflation and taxes. It's harder now than when bonds are going up year after year and stocks too, but it can be done.

If you are in commodities and gold and infrastructure (shipping) you should be proud, not feeling guilty. You are following the market instead of fighting it. You are a hero to those you are responsible for now or in the future, and you are paying taxes which may help others. You'll be paying a lot more taxes by 2010. :))

Too Much Money Chasing Too Few Commodities

This inflation was all predictable and predicted in the late 1990's when all the "smart people" were deflationists. Greenspan and Bernanke didn't create inflation. Falling supply (due to twenty years of underinvestment) and mariginal growing demand from newly developing countries created inflation....as was true after 1949 and after 1896. It's a simple cycle.

The FED is making it more certain and perhaps speeding inflation up a bit, but they are really powerless to make a lot of difference in the long run. As inverstors our job is to make money for ourselves and families (clients?) to try to stay ahead of inflation and taxes. It's harder now than when bonds are going up year after year and stocks too, but it can be done.

If you are in commodities and gold and infrastructure (shipping) you should be proud, not feeling guilty. You are following the market instead of fighting it. You are a hero to those you are responsible for now or in the future, and you are paying taxes which may help others. You'll be paying a lot more taxes by 2010. :))