Greg Melling @GregMelling: "Portfolio Update: Adding Agriculture Exposure..."

Australia

Portfolio Update: Adding Agriculture Exposure 🌾 Today I added a 2% position in $MOO (Vaneck Agribusiness Etf) – VanEck Agribusiness ETF. The portfolio has recently been shifting further toward hard assets and real-world commodities. We already have exposure to energy, metals, uranium, and industrial resources. Agriculture is one of the final major commodity sectors that was missing. Food production sits at the center of the global economy, and several structural trends continue to support the sector: • Years of underinvestment in farming infrastructure • Fertilizer and input supply constraints • Increasing climate volatility impacting crop yields • Growing global food demand as populations expand Rather than picking individual names, $MOO provides diversified exposure across the entire agriculture supply chain — including farm machinery, fertilizer producers, seed technology, and agricultural infrastructure companies. Some of the major businesses within the ETF include companies involved in equipment, crop science, and agricultural inputs that benefit when global food production and investment in farming rises. Position sizing remains disciplined at 2%, adding diversification to the portfolio while keeping overall risk controlled. With this move the portfolio now has exposure to multiple real-asset sectors: Energy Precious Metals Uranium Industrial Commodities Agriculture In uncertain macro environments, sectors tied to essential resources tend to remain structurally important. Tickers: $MOO $DE (Deere & Co) $NTR (Nutrien Ltd) $CTVA (Corteva Inc) $MOS (Mosaic Co) $ADM (Archer-Daniels-Midland Co) $BG (Bunge Global S.A.)

Not investment advice. The author may have financial interests in the mentioned instruments.