Rain or Shine: Building an All Weather Portfolio
Many Happy Returns
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The Benefits of Investing in Commodities
55% of the portfolio in bonds, 30% in stocks, and then 7.5% in gold and commodities. They're generally making up that inflation rising quadrant, aren't they? That's right. So if there is an inflation spike due to energy, the commodities component will help,. Particularly the diversified commodities because energy is going to make up a fair proportion of that. But remember, commodities are so volatile that on a risk parity basis, it's punching well above its weight isn't it?
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