Do You Need a Commodity Fund?

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The commodities sector has become a lot more attractive for do-it-yourself investors who don't want to be trading managed futures or commodities themselves. The costs have now come down substantially so that you can get into an ETF like the ones who suggest DBMF or KMLM, and get kind of an index like performance. So overall, this is a very good example of an area of investing that is evolving in a way that's more favorable to do it yourself investors than 10 years ago.

In this episode we answer emails from Johnny, Kevin and Daniel. We discussed managed futures vs. commodity funds, the Mt. Lucas "Dirty Portfolios" with KMLM and how to transition from one asset to another in a portfolio with the beginning of a new pedagogical experiment in that.

And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.

Additional links:

Dirty Portfolios Article with Dirty Harry Quotes: Dirty Portfolios - Managed Futures As A Portfolio Element (mtlucas.com)

Side-by-Side Analysis Of Original and Planned Golden Ratio Portfolios: Backtest Portfolio Asset Allocation (portfoliovisualizer.com)

Side-by-Side Analysis of Original and Planned Levered Golden Ratio Portfolios: Backtest Portfolio Asset Allocation (portfoliovisualizer.com)

EconoMe Conference: Programming & Activities - EconoMe (economeconference.com)

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