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If You Don't Own Commodities, Your Portfolio Is Misallocated

Investors continue to plow money into expensive assets and ignore one of the cheapest assets in the world – commodities. Because commodities have drastically underperformed stocks and bonds during the current cycle, commodities are severely under-owned in most portfolios. This is not surprising, as most portfolios tend to be backwards looking (i.e. let’s buy what’s worked recently).

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