o**y
发帖数: 3065 | 1 I increased my Agriculture holdings up to 30% of porfolio now. Time to
invest in Agriculture! |
c*******9
发帖数: 6411 | |
o**y
发帖数: 3065 | 3 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
发帖数: 6411 | 4 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
发帖数: 6411 | 5 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
发帖数: 3065 | 6 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
发帖数: 3065 | 7 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
发帖数: 6411 | |
G*******m
发帖数: 16326 | |
o**y
发帖数: 3065 | 10 that's too little.
【在 G*******m 的大作中提到】
: Good, put 0.5% on RJA
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G*******m
发帖数: 16326 | 11 This ETF is new and small.
【在 o**y 的大作中提到】
: that's too little.
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G*******m
发帖数: 16326 | |
o**y
发帖数: 3065 | 13 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
发帖数: 1745 | 14 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
发帖数: 3065 | 15 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
发帖数: 1745 | 16 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.
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