Adding Commodities to the Portfolios

Flash Note;

Over 30 years, stocks have beaten commodities fourfold. Yet there have been times when they have led the stockmarket, such as in the 2002-2011 era. What we are seeing today is an upturn in commodity prices and a downturn in equities.

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Global Equities vs Commodities

Source: Bloomberg

My participation to date has been through precious metals and industrial metal miners. Yet when stockmarkets come under pressure, the commodities themselves provide a more reliable source of diversification and return.

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