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Old 06-12-2008, 06:39 AM
noppenbd noppenbd is offline
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Scott Burns (a well known Dallas columnist and financial advisor) wrote this article about the topic:

Making Commodities Part of your Portfolio - Registered Investment Advisor

He cites Israelsen research which showed that adding a small amount of Vanguard Energy, Fidelity REIT and Vanguard Metals and Mining improved the return of a typical portfolio from 1987 to 2006 without adding risk, and was superior to adding just a commodities portion to the portfolio.

Vanguard Metals and Mining is closed and Vanguard Energy has a $25K minimum. You could use the Vanguard Energy ETF (VDE) and either the Vanguard or Fidelity REIT funds or ETFs. Personally I have 10% VGSIX (Vanguard REIT) and 10% VDE (I follow Scott Burns' 10-speed portfolio).
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