Excellent article... just ordered your book. Also have heard you on Paul Merriman's "Sound Investment!" podcasts and enjoyed listening to your investment perspectives.
Your statement, "And a lot of people took the allocation they made to commodities from their fixed-income portfolios. That was a common mistake too," just dampened my consideration of making such a move.
Therefore, I'd like to thank you for posting this fine article and mentioning PIMCO's CommodityRealReturn Fund.
Larry Swedroe: What to Do Now [View article]
Your statement, "And a lot of people took the allocation they made to commodities from their fixed-income portfolios. That was a common mistake too," just dampened my consideration of making such a move.
Therefore, I'd like to thank you for posting this fine article and mentioning PIMCO's CommodityRealReturn Fund.
Mid-Year Picks and Pans From Barron's Roundtable Part III [View article]