Since mid-July when Mario Draghi pledged to do "whatever it takes" to save the euro, the above-mentioned ETFs substantially increased both their price and relative strength. And while I would still wait for general market weakness, consolidation and/or a near-term pullback before buying resources-related assets , the general trend toward asset reflation should remain in place for quite some time.

It follows that one might look to commit new dollars to a few key resources-related possibilities ... incrementally and opportunistically. Exchange-traded vehicles that I may consider for more assertive client portfolios include assets such as iShares DJ Materials ( IYM), First Trust Natural Gas ( FCG) and/or iShares Natural Resources ( IGE).

This article was written by an independent contributor, separate from TheStreet's regular news coverage.

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.

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This commentary comes from an independent investor or market observer as part of TheStreet guest contributor program. The views expressed are those of the author and do not necessarily represent the views of TheStreet or its management.

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