RP portfolios are all about having multiple, dissimilar asset classes to create a portfolio that can weather any economic environment. The environment now is all about inflation. This got me thinking… how are the supposed inflation hedges faring?
For Commodities, I use PDBC (Invesco Optimized Yield Diversified Commodity Strategy ETF) as my preferred vehicle in the test portfolios, and also hold it in real life. Features: largest "broad basket" commodity fund, decent expense ratio, high dividends. Better for tax-advantaged accounts.