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Commodity Supercycle starting?

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scrumpyjack
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Commodity Supercycle starting?

#360278

Postby scrumpyjack » November 26th, 2020, 1:25 pm

Ambrose reports Goldmans as saying that a new commodity supercycle is starting.

https://www.telegraph.co.uk/business/20 ... -underway/

Maybe time to move out of tech and back to miners and the oilies?

richfool
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Re: Commodity Supercycle starting?

#360337

Postby richfool » November 26th, 2020, 4:14 pm

scrumpyjack wrote:Ambrose reports Goldmans as saying that a new commodity supercycle is starting.

https://www.telegraph.co.uk/business/20 ... -underway/

Maybe time to move out of tech and back to miners and the oilies?

Well just in case it is (time), I recently took a position in BERI and am wondering whether to top it up.

It holds miners, gold miners and energy stocks (renewable and non-renewable).

Yield: 5.54%. Disc 15.36%. Dividend paid quarterly.

https://www.hl.co.uk/shares/shares-sear ... rd-gbp0.01

scrumpyjack
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Re: Commodity Supercycle starting?

#360354

Postby scrumpyjack » November 26th, 2020, 4:35 pm

richfool wrote:
scrumpyjack wrote:Ambrose reports Goldmans as saying that a new commodity supercycle is starting.

https://www.telegraph.co.uk/business/20 ... -underway/

Maybe time to move out of tech and back to miners and the oilies?

Well just in case it is (time), I recently took a position in BERI and am wondering whether to top it up.

It holds miners, gold miners and energy stocks (renewable and non-renewable).

Yield: 5.54%. Disc 15.36%. Dividend paid quarterly.

https://www.hl.co.uk/shares/shares-sear ... rd-gbp0.01


Beri good idea?

Wuffle
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Re: Commodity Supercycle starting?

#360508

Postby Wuffle » November 27th, 2020, 8:21 am

I did the same as richfool.
Just a tilt in that direction.
Specifically, commodities producers had a near death experience but 4 years ago. They should be in decent shape as these things focus the corporate mind.
We will see....

W.

jackdaww
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Re: Commodity Supercycle starting?

#360516

Postby jackdaww » November 27th, 2020, 9:13 am

richfool wrote:
scrumpyjack wrote:Ambrose reports Goldmans as saying that a new commodity supercycle is starting.

https://www.telegraph.co.uk/business/20 ... -underway/

Maybe time to move out of tech and back to miners and the oilies?

Well just in case it is (time), I recently took a position in BERI and am wondering whether to top it up.

It holds miners, gold miners and energy stocks (renewable and non-renewable).

Yield: 5.54%. Disc 15.36%. Dividend paid quarterly.

https://www.hl.co.uk/shares/shares-sear ... rd-gbp0.01


============================

BERI is quite small - c.100m and has quite high charges - 1.30 .

BRWM is cheaper and bigger ..

:)

richfool
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Re: Commodity Supercycle starting?

#360588

Postby richfool » November 27th, 2020, 12:14 pm

jackdaww wrote:
richfool wrote:
scrumpyjack wrote:Ambrose reports Goldmans as saying that a new commodity supercycle is starting.

https://www.telegraph.co.uk/business/20 ... -underway/

Maybe time to move out of tech and back to miners and the oilies?

Well just in case it is (time), I recently took a position in BERI and am wondering whether to top it up.

It holds miners, gold miners and energy stocks (renewable and non-renewable).

Yield: 5.54%. Disc 15.36%. Dividend paid quarterly.

https://www.hl.co.uk/shares/shares-sear ... rd-gbp0.01


============================

BERI is quite small - c.100m and has quite high charges - 1.30 .

BRWM is cheaper and bigger ..

:)

Yeth, agreed, but, BERI has a higher dividend yield, is at a larger discount, and invests in miners, commodities, renewable energy and conventional energy (oil), whereas BRWM only invests in miners.


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