not4profit

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Thu Jun 19th 09:34 AM | Rating: 0 0
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Going Double Long on Agriculture with DAG

I too am bullish on agriculture and own DBA, One difference between DBA & DAG that you did not mention is that the former is an ETF and the latter an ETN. Owning DAG adds the credit risk of DB to the mix. A year ago if some had raised that risk I would have totally discounted it but right now I don't think the benefits of owning DAG outweigh that concern. I'm sure you are also aware that any of these 2X funds do not necessarily achieve that result over an extended period. I have read that 1.6X is a more realistic assumption.
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Sat Jun 14th 10:41 AM | Rating: 0 0
Commented on:
Powershares DB Agriculture Fund Starting to Pop

I'm not a tax lawyer or an accountant but I believe your understanding is wrong. With a partnership you get your pro rata share of its earnings & losses which has nothing to do with its distributions or the share price(you will have cap gains/losses when you sell your shares but that is in addition not in lieu of the income/losses that will appear on your k-1. That being said, I'm not sure how large a taxable item will be shown on the k-1. I avoid the issue by owning my DBA in an IRA.
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Sun Jun 1st 12:15 PM | Rating: 0 0
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17 Commodity ETFs to Hedge Your Portfolio

I would avoid GCC. The equal weight is a nice idea but it is frequently rebalanced(I think quarterly). That means you periodically sell the winners and buy the losers. I personally do not like that as an investment philosophy. If it doesn't bother you that's fine but you should be aware of this feature which is not in any of the other ETF/ETNs I own.
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Sun Apr 20th 10:48 AM | Rating: 0 0
Commented on:
A Look at Four New Agriculture ETFs

The index is the same as DBA. I wonder if there will be any difference in performance. Presumably not.
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Tue Jan 15th 10:48 AM | Rating: 0 0
Commented on:
Tuesday Outlook: Commodities and BRICs Stay Hot

In addition to MOO there is also a TSX listed agric ETF(which overlaps a lot with MOO) COW. It started trading about a month ago(up around 15% since it was launched). I own both.
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