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Increased agriculture to 40% of portfolio
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Increased agriculture to 40% of portfolio# Stock
o*y
1
When it dip more, I will buy more.
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g8
2
MANAGED FUNDS好像在空小麦期货
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o*y
3
I hope they short more so that I can buy more.

【在 g8 的大作中提到】
: MANAGED FUNDS好像在空小麦期货
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t*u
4
哪个agriculture 公司 罪有前途,

【在 o**y 的大作中提到】
: When it dip more, I will buy more.
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o*y
5
I don't buy companies, I only buy indexes. For example, I buy RJA for
agriculture.

【在 t**u 的大作中提到】
: 哪个agriculture 公司 罪有前途,
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r*k
6
农业不确定性太高。
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o*y
7
Why do you think so?

【在 r***k 的大作中提到】
: 农业不确定性太高。
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t*u
8
why do you want to buy?

【在 o**y 的大作中提到】
: Why do you think so?
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o*y
9
1. Inflation will push commodities to go higher.
2. Uncertainty of global climate.
3. growing population and economy in developing countries.
4. Water shortage in many places all over world
5. Oil price should push agriculture higher
6. Biofuel will push agriculture higher
7. Agricuture has been a depressed business in the last 30 years, because
farmers really don't make much money at all. If this doesn't change, no one
wants to be farmer in future.
8. Average age of American farmers is 58. 10 years later, it will be 68.
9. The natural resources for fertilizer, such as potash, are less and less.
........

【在 t**u 的大作中提到】
: why do you want to buy?
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G*m
10
买100股RJA,支持一下。
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n*n
11
etn:
A type of unsecured, unsubordinated debt security that was first issued by
Barclays Bank PLC. This type of debt security differs from other types of
bonds and notes because ETN returns are based upon the performance of a
market index minus applicable fees, no period coupon payments are
distributed and no principal protections exists.

【在 o**y 的大作中提到】
: I don't buy companies, I only buy indexes. For example, I buy RJA for
: agriculture.

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o*y
12
I know. If there is an ETF that tracks Rogers index, I will definitely buy
it. RJA is issued by Swedenish bank, since Sweden has one of the healthiest
economies in EU, I think it's fine. If anything wrong really happens, there
is still some time to escape. The expense ratio of RJA is actually lower
than DBA.

【在 n******n 的大作中提到】
: etn:
: A type of unsecured, unsubordinated debt security that was first issued by
: Barclays Bank PLC. This type of debt security differs from other types of
: bonds and notes because ETN returns are based upon the performance of a
: market index minus applicable fees, no period coupon payments are
: distributed and no principal protections exists.

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g8
13
Inflation is so 2011

one

【在 o**y 的大作中提到】
: 1. Inflation will push commodities to go higher.
: 2. Uncertainty of global climate.
: 3. growing population and economy in developing countries.
: 4. Water shortage in many places all over world
: 5. Oil price should push agriculture higher
: 6. Biofuel will push agriculture higher
: 7. Agricuture has been a depressed business in the last 30 years, because
: farmers really don't make much money at all. If this doesn't change, no one
: wants to be farmer in future.
: 8. Average age of American farmers is 58. 10 years later, it will be 68.

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t*2
14
2年前(08年到09年),除了第一条Inflation,你说的其他的所有条件都满足,RJA跌
了50%。

one

【在 o**y 的大作中提到】
: 1. Inflation will push commodities to go higher.
: 2. Uncertainty of global climate.
: 3. growing population and economy in developing countries.
: 4. Water shortage in many places all over world
: 5. Oil price should push agriculture higher
: 6. Biofuel will push agriculture higher
: 7. Agricuture has been a depressed business in the last 30 years, because
: farmers really don't make much money at all. If this doesn't change, no one
: wants to be farmer in future.
: 8. Average age of American farmers is 58. 10 years later, it will be 68.

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o*y
15
look in long term, at least 5 years.

【在 t********2 的大作中提到】
: 2年前(08年到09年),除了第一条Inflation,你说的其他的所有条件都满足,RJA跌
: 了50%。
:
: one

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G*m
16
agriculture 如何吹泡泡呢?吃饭实实在在的事,大家都知道啊。

【在 o**y 的大作中提到】
: look in long term, at least 5 years.
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o*y
17
不用吹泡泡,实质是supply-demand的问题。通膨只是推波助澜。

【在 G*******m 的大作中提到】
: agriculture 如何吹泡泡呢?吃饭实实在在的事,大家都知道啊。
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t*n
18
再这样坚持下去,恐怕是会输得很惨。

【在 o**y 的大作中提到】
: When it dip more, I will buy more.
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P*t
19
hahaha. Exactly.

【在 t********2 的大作中提到】
: 2年前(08年到09年),除了第一条Inflation,你说的其他的所有条件都满足,RJA跌
: 了50%。
:
: one

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s*r
20
me too

【在 o**y 的大作中提到】
: When it dip more, I will buy more.
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