It follows that the best assets for a ”risk-neutral” September-October may be the inflation-fighters (e.g., real estate trusts, inflation-protected treasuries, oil, precious metals, etc.). They have the potential to appreciate in price, whether the central banks act or keep promising to do so. They also have the potential to do well if stocks or treasuries struggle for direction.

Inflation-fighting ETFs have been low-risk superstars since the Fed extended ”Operation Twist” on June 21. Using stop-limit loss orders for protection, you might consider adding one or more of these 5 to your portfolio today:
“Risk-Neutral” Inflation-Fighting ETFs (6/21-8/28)
% Gain
PowerShares DB Commodity Index (DBC) 17.6%
SPDR Gold Shares (GLD) 6.4%
Vanguard REITs (VNQ) 5.9%
SPDR DB International Gov Inflation Protected (WIP) 3.9%
iShares Barclays TIPS Bond Fund (TIP) 1.8%

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Disclosure Statement: ETF Expert is a website that makes the world of ETFs easier to understand. Gary Gordon, Pacific Park Financial and/or its clients may hold positions in ETFs, mutual funds and investment assets mentioned. The commentary does not constitute individualized investment advice. The opinions offered are not personalized recommendations to buy, sell or hold securities. At times, issuers of exchange-traded products compensate Pacific Park Financial or its subsidiaries for advertising at the ETF Expert website. ETF Expert content is created independently of any advertising relationships. You may review additional ETF Expert at the site.

Gary Gordon reads:

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indexuniverse
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Hard Assets Investor

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