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The Panic-Proof Portfolio (Stockchase Research)Invesco DB Agriculture FundDBATOP PICKApr 23, 2026

Stockchase Research Editor: Michael O'Reilly

For investors looking for a way to incorporate hedge protection for rising food costs, DBA is a TOP PICK. DBA holds a portfolio of agriculture based futures contracts for cattle, corn, soybeans, wheat and sugar. Its assets under management have doubled since March. Its beta to the market is only .14. The MER is 0.9% and it does not pay a dividend. We recommend setting a stop-loss at $25, looking to achieve $35 -- upside potential over 25%. Yield 0%

The Panic-Proof Portfolio (Stockchase Research)

Unknown

Unlock Rating

$27.30

Stock price when the opinion was issued

$26.33

As of Jun 15, 2026. Market Open.

agriculture

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TOP PICK

A volatile chart given its volatile holdings of cocoa, sugar, soy beans, etc. and a big position in short-term US treasuries. Agriculture is seasonally strong now. Long-term, the human population keeps growing, which is a tailwind and shift to healthier diets and ESG investing. Buy this, then sell as a trade.

BUY

Appropriate to hold in an RRSP? He generally likes agricultural ETF’s, and this would be appropriate for an RRSP with the caveat that it should be in some reasonable portion such as 10% or 15%. (See Top Picks.)

DON'T BUY

Are futures ETF’s suitable for RRSP holding? This one is not like an agricultural ETF that has a seed companies, etc. but this is straight futures. Anything this speculative doesn’t really belong in an RRSP. You are truly speculating with this one. Because of the resets on these futures based ETF’s, they don’t quite carry out what you think is going to happen. Very expensive from the point of MER, and the tracking error is extremely high. If you want to be in a futures market, do it directly, not through an ETF.

COMMENT

Only trouble with this is that it is a basket of Futures so you have the risk and volatility of futures and all the things that are inherently characteristic of futures. Thinks this would be more for a short-term trading strategy of several weeks to a few months.

COMMENT

Not familiar with this fund but he is a big fan of the agriculture sector in the context of hedge funds.

DON'T BUY

Does like this in the agriculture sector. Tracks a basket of different agricultural products but in a 6 to 12 month timeframe this is not going to be an exceptional place to be. There are a lot of pricing related issues that are problematic. Longer term, 3 to 5 years, it is a very good place to be.

TOP PICK

Not an endorsement but he does use it in his kid’s trusts. Doesn't pay a yield so he doesn't own it for himself. Feels the next commodity sector to move is agriculture. This one gives him a basket of agricultural commodities without having to deal with futures, etc.

BUY

Agricultural ETF. Moderately bullish on agriculture. Only caveat is that some brokerage firms will not allow you to buy, as they perceive it to be a commodity. 2% to 4% weighting in your portfolio would be good.

BUY

Still likes agricultural. If you own either PowerShare DB Agriculture E.T.F. (DBA-A) or Market Vectors Agribusinesses E.T.F. (MOO-A), consider averaging down. Not a bad entry level. Long-term investments. Prefers the DBA.

BUY

Commodity-based exposure for agricultural soft commodities. Good way to get commodities if you think commodity prices are going to go higher. Structured by Deutsche Bank. Currently flat because of the US$ rally. He is negative on the US$.

BUY

The most direct way to play agriculture through an ETF. This tracks a basket of agricultural issues. An excellent long-term place to be.

DON'T BUY

(Market Call Minute.) Would stay away from agriculture. Thinks the ethanol subsidy will be taken away.

TOP PICK

Technically momentum is not confirming the decline in the price indicating that the selling pressure is diminishing. Agriculture just like energy is a long term secular investment.

HOLD

He has taken 15% clients’ portfolios and put it into agriculture. 1/3 to 1/2 is in the iPath DJ-AIG Grains Index (JJG-N), which is wheat, soybeans and corn. Nothing wrong with this one, he just chose to go the JJG route.

COMMENT

To play the agricultural sector, there are 2 ETF's he would highlight. Claymore Global Agriculture (COW-T) and PowerShare DB Agriculture (DBA-A). This one focuses on the commodities themselves and their prices.

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