I’m hoping someone will discuss what percent of a retirement portfolio a person might put into commodities ETFs & ETNs. At present I have ~ 5%. I own DBA, DBC, GCC, RJA, & RJI, and Pimco’s Total Return. I don’t intend to buy & sell within these positions but to hold them as a cushion. Meanwhile, I deliberately have attempted to diversify the individual commodities and hold oil and gas in energy overweighted mutual funds. Anyone want to offer a little more theory or critic this approach –particularly for a retired person?
Investor in the Woods, Part I [View article]