I got into Canadian oil & gas royalty trusts long before learning about PCRIX and other broader commodity funds. No complaints on their performance, but have been trying to be more disciplined about diversification and am concerned about being overweighted in energy. Current portfolio is 40% intermediate-term bonds, 40% very broadly diveresified stocks (DFA funds with international/value/emerging markets tilt), 10% Vanguard REIT Index, 10% oil and gas royalty trusts.
Grateful for any comments!
Grateful for any comments!