Opinions Larry Berman CFA, CMT, CTA
BMO Broad Commodity ETFZCOM.CNDON'T BUYOct 26, 2026
Larry Berman CFA, CMT, CTAUnknown
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Stock price when the opinion was issued
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DON'T BUY
About 37% energy, 27% agriculture.
You have to go back to the question of whether the Iran conflict is creating a temporary disruption, or will it last years and years? If it'll last years and years, then the equity market won't continue to make all-time highs.
The equity market is saying this is temporary. If that's true, then you shouldn't be investing for 1-3 years in commodities. That's the camp he's in.
But each investor has to decide.
BUY ON WEAKNESS
BUY
ETF for materials -- gold, silver, copper, uranium.
Renewed interest in commodities, but we haven't seen ETFs come out to cover them as a basket.
However, the caller's in luck. On Friday, BMO just launched this one. Multi-asset ETF in the commodity space. Metals, precious metals, and agriculture (soft commodities).
CCOM gives an active approach to commodities vs. ZCOM buys the index futures. Active vs. index. It's hard to beat an index in a year like this. NEVER own commodities for years, given cyclicality and volatility. Go with the active fund.