Saturday, May 3, 2014

Year To Date Asset Returns & The Only Asset I Am Currently Buying

The chart below shows the performance of various asset classes year to date. Corn and wheat have been the year's two best performers, which I was fortunate to be buying to start the year and reviewed in the Investment Opportunities Outlook. I discussed a few weeks ago why I was no longer adding to agriculture positions. See: An Update To Agriculture Buying

Silver is the only asset class I am currently adding to positions. It is in my personal sweet spot for acquisition: (1) Prices have recently declined, (2) it is deeply despised as an asset class, (3) the long term fundamentals are strong. Beyond the steady silver accumulation I am just raising cash and watching closely for sales on my shopping list. Boring, I know.

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