Aside from an occasional topic on oil, nobody has really mentioned diversified commodity investments much lately - PRCIX, etc. Do you still maintain a position or did you cut ties? Kind of curious to know.
Just oil and oil service for me right now mainly through Fido select funds and a couple of wild a$$ gambles----ABP & ENG.Aside from an occasional topic on oil, nobody has really mentioned diversified commodity investments much lately - PRCIX, etc. Do you still maintain a position or did you cut ties? Kind of curious to know.
What was your total portfolio growth rate for 2006?I think I have too much exposure to commodities:
corn/ethanol/ag via POT
uranium via CCO.TO
oil&gas via XIU.to
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.
Hi Brewer, My stuff is all in non-taxable accounts. Do you know the pro/cons of DBC vs DJP vs PCRIX? I am thinking of dumping my PCRIX and switching to one of the others since PCRIX uses TIPS as collateral and I already have a large TIPS allocation in my port. I also have PRNEX, PCL, and BGEIX in my "commodities related" allocation.
Thx,
DFW
What was your total portfolio growth rate for 2006?I think I have too much exposure to commodities:
corn/ethanol/ag via POT
uranium via CCO.TO
oil&gas via XIU.to
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.