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Inflation Hedge Commodities (Tax Aware)
A diversified allocation to commodities, to provide an inflation benefit and to diversify from traditional stock and bond exposures.
Strategy Description

Exposure to commodities allows investors to take advantage of 4 key global trends:

  • Sustainability the move to carbon neutrality requires more copper, iron ore, silver, nickel, cobalt, aluminum, etc. This is positive for industrial metals and provides a long-term tailwind

  • Infrastructure the US needs to upgrade infrastructure and China has not developed many parts of the interior. Commodities are required for both countries’ growth / infrastructure plans.

  • Supply producers have carefully managed capex to improve bottom lines and ESG scores, as well as to prepare for a fossil-free world. This limited supply cannot be resolved overnight.

  • Inflation & USD weakness since commodities are finite and priced in USD, their inclusion in portfolios can improve returns in a world of monetary supply expansion and potential inflation.

This strategy invests across the commodity spectrum – precious and industrial metals, agriculture commodities and energy markets. Can be run with or without cryptocurrency exposure, which adds another dimension of diversification and exposure to a potential new asset class.

Daily transparency and liquidity; implementation is via low-cost ETFs to minimize costs

For international investors, available in a non-US version. Please visit our international site for details.

Allocation Breakdown
Asset Class
Commodities
99.53%
Cash
0.47%
Geography
America
71.87%
Greater Europe
26.14%
Sector
Broad Commodities
38.19%
Industrial Metals
16.55%
Gold
16.01%
Silver
11.89%
Platinum
7.37%
Bitcoin
4.98%
Ethereum
4.53%
Top Holdings
Position
Weight(%)
1.  
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
38.19
2.  
Invesco DB Base Metals Fund
16.55
3.  
iShares Gold Trust
16.01
4.  
iShares Silver Trust
11.89
5.  
abrdn Platinum ETF Trust
7.37
Position
Weight(%)
6.  
Grayscale Bitcoin Trust BTC
4.98
7.  
Grayscale Ethereum Trust
4.53
Related Insights
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In following a systematic and research-driven process, we strive for consistent results that investors can understand, and stick with, even during challenging market environments.
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© 2022 Leo Wealth. All Rights Reserved.
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Securities offered through Leo Brokerage, LLC Member FINRA/MSRB. Check the background of this firm on FINRA's broker check.

Investment Advisory services offered through Leo Wealth, LLC, a Registered Investment Adviser.

Leo Tax provides tax services which are separate from the services offered through Leo Brokerage and Leo Wealth. Leo Tax does not offer legal advice.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed. For additional information, please contact us at info@leowealth.com.

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© 2022 Leo Wealth. All Rights Reserved.
Form CRS Leo Wealth ADV2A LeoGroup Fund Services ADV2A Disclaimer & Privacy Policy

Securities offered through Leo Brokerage, LLC Member FINRA/MSRB. Check the background of this firm on FINRA's broker check.

Investment Advisory services offered through Leo Wealth, LLC, a Registered Investment Adviser.

Leo Tax provides tax services which are separate from the services offered through Leo Brokerage and Leo Wealth. Leo Tax does not offer legal advice.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed. For additional information, please contact us at info@leowealth.com.