Looks like we have similar portfolios: fertilizers (MOS, POT) have been nice to hold as well. I unfortunately accumulated only part of my intended TIPS position before the market took off. Looking forward to next sell off to load up (may never happen...) I like DBO much better than USO: the latter is getting killed by the contango each time it rolls its position at contract maturity.
TIPS Erase First Deflation Panic [View article]
I like DBO much better than USO: the latter is getting killed by the contango each time it rolls its position at contract maturity.