@saintexNo particular sector apart from gold miners stands out...

@saintex
No particular sector apart from gold miners stands out right now. It’s been a long time since I invested in commodities (about a decade) so I’m not rushing into it.
I’ve looked at EGG a number of times and I just don’t know the industry well enough - and the opportunity doesn’t appear to be so great that it warrants me learning about it- hence a pass from me. But it could very well turn out to be a great investment if you understand it.

There are a lot of average businesses that are trading under their NTA that will pick up very well in an inflationary cycle, if it occurs, that I’d be happy to pull the trigger on down the track. There are MANY businesses that I know quite well offering 6-10% dividend yields right now so I don’t think the market is overvalued in the slightest.

Overall I’m quite happy with my portfolio and I’m probably sitting tight until the next FY unless there is a major market downturn.