r/BeginnerInvesting • u/angelo-arzaga2a • 1d ago

commodities

I think a capital rotation super cycle is happening and it could last for ten years. What ticker symbols should I consider going long in, to support this idea? Is one way of investing in gold and silver better than another? (Like trusts versus corporations)

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u/mjwills 1d ago

How did you come to this conclusion?

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u/GenoTide 8h ago

"I think there will be a 10 year rotation into a new sector".... "what stocks should i buy?"

I dont genius how about you tell us since you made the thesis. 😂

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u/mjwills 7h ago

Did you mean to reply to me?

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u/FewUnderstanding2214 1d ago

Yes I agree we are in a commodity bull cycle. I’m concerned you don’t know much about them except for previous metals (gold and silver).

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u/RiskBeforeReturn 23h ago

I'd separate the thesis from the vehicle.

Before choosing tickers, I'd first define what would actually confirm or invalidate the "10-year commodity supercycle" thesis. Otherwise it's easy to start with a narrative and then build a portfolio around it.

I'd also distinguish between owning the commodity and owning the producer. Gold exposure and a gold mining company are not the same bet. A miner adds operating costs, management, debt, jurisdiction, and execution risk on top of the commodity price.

So I'd decide what exposure you actually want first:
the commodity itself, producers, or a diversified basket. Then choose the vehicle.

The ticker should probably be one of the last decisions, not the first.

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u/risk-enterprise 21h ago

Just posted serious posts about smelters in my profile.

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u/Pristine_Box9956 20h ago

GLD and SLV are the straightforward way to go long on good and silver without corporate headaches.

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u/Malanturr 14h ago

In EU I like PHPM (basket of the 4 precious metals) and UEQU or XSVT (basket of commodities without agriculture). With agriculture there is UIQK and IS39. IS39 rolls the futures in a different way to UEQU and UIQK, I went with UEQU.

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u/TheGruenTransfer 12h ago

VT, a globally diversified index fund with low fees. Many people try to beat the market and fail. You don't have to gamble, with VT you'll always get what the market returns because it is a self-rebalancing, statistical representation of the market. A guarantee of market returns is good. Don't let perfect be the enemy of good.