Ishares Inc Msci Glbl Mtl&Mng Produ Etf Stock Discussion

恭喜发财qz : The idea is clear

Violets : Well said. seems like oil may resume and time will tell. what would be your trigger to you purchase oil again?

Macdonell J : Do you think now is still the good time to enter SCO ETF since you foresee the inflation has peaked and oil and gas related stocks have dropped more than 20%?

bwjx Macdonell J: Usually q4, there is higher demand for oil and natural gas due to winter season in northern hemisphere. It can remain elevated but in longer time trend should drop.

bwjx : I think it is a price correction for oil and commodities for now. Probably when recession sets in, there will be a reversal. But only time will tell.

Hamish Maclaren : I started a small position in May 2019, and REMX has exceeded my wildest expectations.
I would be cautious about allocating any more than 2% of your portfolio to it. As you've observed too, REMX is extremely volatile. I am overlaying a risk mitigation strategy using the 200 SMA.

BLACKER-ALX Hamish Maclaren: Confirms explosion of return over the past year. Sustainability of return the issue. Still think a portion can be allocated to materials sector.

Milenko BLACKER-ALX: From the article...
"....what you have to understand is that it took us 30 years to build these supply chains. We blew it up in three years, beginning in 2018, and you can’t put it back together. This is Humpty Dumpty. It will take at least 10 years to reconstruct the supply chains if we don’t want to do it with China and globalization.”
https://dailyreckoning.com/supply-chain-disruptions-will-continue/

Henriettalew : This is on my coverage list! Completely agree with what LakeOZ boater said. Good fund, more something like an EV play (booming sector), issues with valuation. It is a buy, but a small allocation is ideal.