Have you considered adding commodity related equities to your portfolio? Oil, uranium, coal, copper, nickel, silver, gold, rare earth metals .etc. Lots of talk of an impending commodity super cycle. Whether it's hype or not remains to be seen.
Hi Clouder, I haven't looked at any commodities as I feel it’s probably outside my circle of competence. In saying that, I remember looking at Royal Dutch Shell in October when it was around $25 and it looked to be hugely undervalued. Back to $37 now but still off the high of $60 pre Covid. Hearing lots of talk about lumber which has quadrupled in price over the past year
Have you considered adding commodity related equities to your portfolio? Oil, uranium, coal, copper, nickel, silver, gold, rare earth metals .etc. Lots of talk of an impending commodity super cycle. Whether it's hype or not remains to be seen.
Hi Clouder, I haven't looked at any commodities as I feel it’s probably outside my circle of competence. In saying that, I remember looking at Royal Dutch Shell in October when it was around $25 and it looked to be hugely undervalued. Back to $37 now but still off the high of $60 pre Covid. Hearing lots of talk about lumber which has quadrupled in price over the past year