Good time to put more money on Agriculture now# Stock
o*y
1 楼
I increased my Agriculture holdings up to 30% of porfolio now. Time to invest in Agriculture!
c*9
2 楼
any tickers? thanks...
o*y
3 楼
I only buy RJI, since I trust Jim Rogers. I will wait the double dip, and then buy MOO.
【在 c*******9 的大作中提到】 : any tickers? : thanks...
c*9
4 楼
thanks. I admire Jim Rogers ... is it this? is Jim Rogers active guiding the fund? AB Svensk Ekportkredit (Swedish (NYSEArca: RJI ) The investment seeks to replicate, net of expenses, the Rogers International Commodity Index a Total Return index. The index represents the value of a basket of 35 commodity futures contracts.
c*9
5 楼
also find this: AB Svensk Ekportkredit (Swedish (NYSEArca: RJN ) The investment seeks to replicate, net of expenses, the Rogers International Commodity Index aEnergy Total Return index. The index represents the value of a basket of 6 energy commodity futures contracts. which one is better?
o*y
6 楼
Sorry, I made it wrong. I buy 30% of RJA, and 5% of RJI. RJA is tracking the agriculture of Rogers index. You can find information on wiki. The reason I put less money on RJI is that, there is risk that Chinese economy will slow down significantly, and that will lower the demand for oil , copper, zink.... But agriculture is slightly different, it is not only affected buy oil price , but also water resources and aging farmers. In the next 50 years, agriculture can go nowhere except going up.
International
【在 c*******9 的大作中提到】 : thanks. I admire Jim Rogers ... : is it this? is Jim Rogers active guiding the fund? : AB Svensk Ekportkredit (Swedish (NYSEArca: RJI ) : The investment seeks to replicate, net of expenses, the Rogers International : Commodity Index a Total Return index. The index represents the : value of a basket of 35 commodity futures contracts.
o*y
7 楼
I will stay away from this at this moment. The upward potential for oil is smaller than agriculture. When oil price doubles, no country in the world can tolerant. But when agriculture price doubles, at least those rich countries can still be ok.
International
【在 c*******9 的大作中提到】 : also find this: : AB Svensk Ekportkredit (Swedish (NYSEArca: RJN ) : The investment seeks to replicate, net of expenses, the Rogers International : Commodity Index aEnergy Total Return index. The index : represents the value of a basket of 6 energy commodity futures contracts. : which one is better?
c*9
8 楼
Thanks a lot!
G*m
9 楼
Good, put 0.5% on RJA
o*y
10 楼
that's too little.
【在 G*******m 的大作中提到】 : Good, put 0.5% on RJA
G*m
11 楼
This ETF is new and small.
【在 o**y 的大作中提到】 : that's too little.
G*m
12 楼
And pays no dividend.
o*y
13 楼
Therefore it will go higher. Its performance is already better than DBA in the past year.
【在 G*******m 的大作中提到】 : This ETF is new and small.
s*r
14 楼
I would feel more comfortable holding DBA for long term.
【在 o**y 的大作中提到】 : Therefore it will go higher. Its performance is already better than DBA in : the past year.
o*y
15 楼
RJA is issued by Swedish Export Credit Corp. Sweden is one of the healthiest economies in EU, so it will be ok.
【在 s*****r 的大作中提到】 : I would feel more comfortable holding DBA for long term.
s*r
16 楼
No doubt. I personally think Deutsche Bank is the best of breed and I normally prefer issue with over 1m shares daily trade volume.
【在 o**y 的大作中提到】 : RJA is issued by Swedish Export Credit Corp. : Sweden is one of the healthiest economies in EU, so it will be ok.