1Wk·

In my search for a commodity ETF as an alternative to gold, I looked at nickel. Nickel, certainly not a good

Alternative. Must look further. I'd love a recommendation.

However, I wanted to show you this chart. I have seen this chart many times and I am so afraid that all stocks that have risen sharply in recent months will soon look like this regression to the mean. To the buy game:

$TSLA (-0.68%)
$HIMS (+1.19%)
$RHM (+1.09%)
$NVDA (-0.66%)
$PLTR (-0.43%)

Many stocks have also already laid out something like this. Disaster. That's why ETFs might be better in general. Broadly diversified and inexpensive. (I stole that saying). But apart from this catastrophic, physical law of nature. What are your recommendations as an alternative commodity to gold?

According to my research in Germany more or less the following are only tradable:

Gold (do not want to have)

Silver (don't want to have, unless there is a strong argument for it. Then I might change my mind)

Aluminum

cotton

Gasoline

Lead

Diesel

Natural gas

Gas Oil

Heating oil

Coffee

Cocoa

Copper

Live cattle

Lean pigs

Maize

Oil

Nickel

Palladium (@Dirty30 's favorite ETF :p )

Petroleum

platinum

Rhodium

Soybeans

Soybean oil

Wheat

Tin

Zinc

Sugar

Many of them seem to be short-term speculations. What do you think are good long-term investments among these?

Jun

@Ji_hyun

1Wk·

I have analyzed my portfolio in depth

And would now like to replicate it with low-cost ETFs as follows:

My focus will remain on the USA as a seed investment and should account for around 40-45%

Then I would like to have a 20% weighting in Europe. Here I will still have to look at whether I use my existing ETFs for this or go for a broader one, for example: MSCI Europe

Followed by 10 % Japan. As an economic recovery is underway here and monetary policy is good.

Another 10% in an ETF on Switzerland, strong currency, stability, low inflation.

Then the most important, emerging markets and China with 10 %. I don't need to list any reasons here because they are simply the best

and last but not least, 5-10% in commodities and inflation-protected bond ETFs.

questions that texts from fortune cookies could not answer:

Do you guys have any suggestions for improvement? Has anyone implemented a similar portfolio? Can you recommend specific ETFs that are tradable in Europe? I am not at all familiar with commodities and bonds in particular, but I would also be happy to receive other ETF recommendations and additions.

39Positions

0.22%

8 Comments

Mo@BigMo

1Wk

I have a suggestion, and please don't take it the wrong way:

Before you submit your post, why don't you have DeepSeek proofread it?
It is commendable that you are writing here in a foreign language, but since no one on this platform will correct you (which is not the point), you will unfortunately learn very little.
If you then read through the corrected text again carefully yourself, I promise you that your German will improve noticeably over time.

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Yoshika@Yoshika

1Wk

@BigMo becomes more boring.

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Yoshika@Yoshika

1Wk

@Yoshika And Buyspiel should actually be called Sellspiel here.

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Christian@ChristianInvests

1Wk

Hello, this one looks safe: $3CFL

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Jun@Ji_hyun

1Wk

@ChristianInvests I think this for long term not good with leverage and invest on flower. But thank you

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Jun@Ji_hyun

1Wk

IE00BFXR6159 $ENCG

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Ph1l1pp@Ph1l1pp

1Wk

Copper - industrial production figures published yesterday look positive, will benefit copper

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NichtRelevant@NichtRelevant

1Wk

In terms of precious metals, I think platinum is worth considering. The price of the metal was normally higher than that of gold, but gold has now completely run away to the upside, so in my opinion platinum has the potential to catch up in the medium term.

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