Comments on: Should Canadians Add Commodities to their Portfolios?

By: The Claymore Portfolio Index Allocator | MoneySense

The Claymore Portfolio Index Allocator | MoneySense — Tue, 22 Feb 2011 15:51:33 +0000

[...] tried out Claymore’s asset allocator because I was interested in finding out whether it would make sense to add commodities to the Sleepy Portfolio. According to the Claymore asset allocator, between 2003 and 1/31/2011, the [...]

By: The Claymore Portfolio Index Allocator | Canadian Capitalist

The Claymore Portfolio Index Allocator | Canadian Capitalist — Tue, 22 Feb 2011 04:04:49 +0000

By: Contango: A Good Reason to avoid Commodities | MoneySense

Contango: A Good Reason to avoid Commodities | MoneySense — Thu, 12 Aug 2010 13:45:03 +0000

[...] reading The Little Book of Commodity Investing, I started looking into commodity* investing (See Should Canadians Add Commodities to their Portfolios, July 18, 2010, A Survey of Commodity Indices, July 20, 2010 and A survey of broad commodity index [...]

By: Contango: A Good Reason to avoid Commodities | Canadian Capitalist

Contango: A Good Reason to avoid Commodities | Canadian Capitalist — Thu, 12 Aug 2010 02:38:56 +0000

By: » Roundup of Financial Blogs Canadian Business Blogs | Advice on Investment in Canada, Stock Market, Small Businesses Opportunities

Mon, 26 Jul 2010 15:31:17 +0000

[...] Canadian Capitalist believes the advice to diversify into commodities is more relevant to U.S. investors than Canadians [...]

By: LinkStuff – Tour de France Edition

LinkStuff – Tour de France Edition — Sat, 24 Jul 2010 02:26:25 +0000

[...] Capitalist says that Canadians don’t need to add commodities to their portfolio. I [...]

By: A survey of broad commodity index ETFs and ETNs | MoneySense

A survey of broad commodity index ETFs and ETNs | MoneySense — Thu, 22 Jul 2010 14:11:30 +0000

[...] Should Canadians Add Commodities to their Portfolios? [...]

By: » Commodities as an asset class Canadian Business Blogs | Advice on Investment in Canada, Stock Market, Small Businesses Opportunities

Wed, 21 Jul 2010 02:49:15 +0000

[...] book by John Stephenson is focusing attention once again on commodities as an asset class with long-run returns equivalent to stocks, lower [...]

By: Canadian Capitalist

Canadian Capitalist — Wed, 21 Jul 2010 02:04:31 +0000

@Larry: You bring up a very good point. I ran some quick numbers on correlation between DJP (Dow Jones-UBS Commodity Index ETF), EWC (iShares Canada ETF) and IVV (iShares S&P 500 ETF). The overall daily correlation between DJP and EWC since October 2006 is 0.80. Between DJP and IVV it is 0.75. That suggests a very high degree of correlation in the recent past. It is possible that markets have changed since those studies came out.

By: larry macdonald

larry macdonald — Tue, 20 Jul 2010 16:56:01 +0000

The research Stephensen refers to has been public for over 5 years. When it first came out, it was quite popular with investment managers, and they moved huge sums into the “new asset class” of commodities. Commodity index funds also have allowed retail investors to move large sums into commodity markets. The presence of these new kinds of investors has altered commodity markets. They are now subject to forces different from those in the periods covered by the research studies. So I wouldn’t necessarily expect them to behave or perform according to the study’s findings.