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Old 05-29-2007, 10:17 AM   #21
Dryer sheet aficionado
Join Date: Oct 2006
Posts: 39
I have approximately 6% of my portfolio in DJP and I plan to increase it to nearly 15% over time.

Another 1% in Physical Commodities and 6% in a privately owned Timberland Partnership.

Not to pimp another board, but I recently wrote a lengthy post on the MSN Your Money board about the Managed Futures funds (PCRIX and DJP):
Message Boards: Your Money with Personal Finance columnist Liz Pulliam Weston - MSN Money

Would love to hear some educated opinions on the topic...

- M
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Old 05-30-2007, 11:34 AM   #22
Recycles dryer sheets
Join Date: Jun 2002
Posts: 376
Can't help you with an educated opinion on CCF's, but I still have ~10% in PCRIX.

In backtesting (using 'synthetic' historical data :confused they appear to be the world's greatest diversifier. I've read numerous reasons why that might not persist, but I figure it's worth risking a ~10% stake from a well-diversified equity-heavy portfolio in the event that they do turn out to smooth the ride. If I were more confident I'd take a much larger position. Time will tell.

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Old 05-30-2007, 06:24 PM   #23
Thinks s/he gets paid by the post
Join Date: Nov 2005
Location: North of Montana
Posts: 2,754
Originally Posted by megacorp-firee View Post
Originally Posted by kumquat View Post
I think I have too much exposure to commodities:

corn/ethanol/ag via POT
uranium via CCO.TO
oil&gas via

and a few small positions in other things. Being Canadian, our total market indexes are heavily weighted toward commodities. Am I going to change? Not yet.
What was your total portfolio growth rate for 2006?
I don't calculate the numbers that close, but it was around 20% in a 70/30 portfolio.
There are two kinds of people in the world: those who can extrapolate conclusions from insufficient data and ..
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