How to Build a Commodity Guru Portfolio

When it comes to commodity investing, there is perhaps no bigger name in the industry than the legendary investor Jim Rogers. As it is our understanding, Rogers has a rather bullish outlook on agricultural commodities, citing that prices are still depressed on a historical basis. The Wall Street Guru has also expressed his belief in investing in emerging markets, specifically in Asia, as the demand for energy and agricultural goods from these economies continues to rise alongside the booming populations across continent. For those investors who looking adopt an investment strategy that is inspired by the legendary investor (but one that is by no means endorsed by Jim Rogers), we outline an all ETF portfolio that is constructed with several key principles in mind that fall in-line with our understanding of Rogers’ outlook for various corners of the global market [for more agriculture allocation ideas subscribe to our free newsletter].

Posted in Actionable Ideas, Agriculture, Asset Allocation, Commodity ETFs | Tagged , , , , , , , | Leave a comment

Protect Yourself From Debased Currencies, Jim Rogers Style

Last week, Jim Rogers appeared on CNBC to talk about some of the issues in today’s economy. Sporting his typical Orville Redenbacher-like bowtie and suit, Mr. Rogers had plenty to say about recent actions from the Fed and what impacts it will have on our future. One of the main issues that he covered was the devaluing of the U.S. dollar, which has been a hot topic since the quantitative easing programs began in 2008 and our national debt pile quickly surged to nearly $16 trillion.

Posted in Actionable Ideas, Agriculture, Asset Allocation, Commodity ETFs, Commodity Futures, Energy, Gold, Natural Gas, Precious Metals, Silver, WTI | Tagged , , , | 14 Comments