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Teucrium ETF Model Portfolios:

COMMODITIES 1

The strategy seeks to safeguard against inflation and deliver uncorrelated returns through a quantitative, active approach to commodity allocation.


The Commodities 1 strategy is designed for strategic portfolio allocators seeking continuous exposure to commodity markets. Managed relative to a broad-based commodities benchmark, the strategy selectively overweights specific commodities and strategies with the objective of outperforming the benchmark over time. For investors with a short-term thesis on a particular commodity, a single-commodity ETF may be a more suitable vehicle than this diversified allocation model. The model is rebalanced monthly, however adjustments may occur at any time.  Allocation updates are emailed directly to subscribers and will be posted to this page as well. 

Model for Allocation page 20250501 - updated

We know commodities.

Commodity markets are diverse, with performance varying widely across different commodities. While commodities generally provide uncorrelated returns to traditional assets, the factors driving one commodity may differ entirely from those influencing another. Rather than asking, “Should I allocate to commodities?” investors might ask, “Which commodity markets should I allocate to today?” Our in-house commodity ETF strategy seeks to outperform broad-based benchmarks through tactical allocations, dynamically overweighting and underweighting specific markets based on quantitative research and an active approach.

Why Commodities 1?

Investors understand the value of diversification and recognize commodities as a key component of a well-balanced portfolio. However, many hesitate to allocate to commodities due to a lack of familiarity with the asset class.That’s why we offer our Commodities 1 Flagship Strategy at no cost. We publish the strategy and email allocations directly to subscribers—putting the power in your hands to implement it as part of your portfolio.

 

  • Inflation Hedge
  • Uncorrelated Returns
  • Quantitative + Active
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Non-Correlated
Diversification

Agricultural commodities historically show low correlation with traditional asset classes like stocks, bonds, and gold.

Adding agricultural ETFs can help stabilize your portfolio during periods of market volatility.

Proven Performance
in Market Downturns

The Teucrium Agricultural Fund Index has demonstrated consistent outperformance during major market corrections.


Example: Outperformed the S&P 500 in all 7 of the last 7 corrections since 2012.

Tangible
Inflation Hedge

Rising global populations and increasing demand for food create structural growth opportunities.


Agricultural ETFs provide exposure to essential commodities like corn, wheat, soybeans, and sugar.

Important Disclosures and Risks:

Investors should carefully consider their investment objectives, risks, charges, and expenses before investing. This and other important information can be found in the prospectus for each underlying fund, which should be obtained from the fund issuer and read thoroughly before making any investment decisions.

Hypothetical Performance and Model Considerations

The hypothetical investment returns presented in this document are based on a back-study of allocation signals generated by our quantitative model. Back-Studies and Back-Tested information relies on hindsight. Future allocations will be determined by ongoing signal generation from the model, subject to investment committee approval. These returns do not reflect actual trading results achieved by the Adviser. Past performance and modeled performance do not guarantee future results.

Hypothetical Performance Calculation Methodology
The model portfolio data and performance shown are based on the aggregation of the underlying investments according to the stated allocations.
The calculations leverage FactSet’s data and ETF Action’s software and methodologies.
The historical returns presented include dividends and interest, net of management fees and acquired fund fees, unless otherwise stated.
The model portfolio analysis utilizes historical position data provided by the model sponsor and/or the user, reflecting allocations back to the initial asset allocation date.
There is no guarantee that these hypothetical returns could or would have been achieved had this asset allocation or model portfolio been used during the periods presented.
The results shown are illustrative only and are not indicative of actual model performance.The model portfolio returns are based on historical position data provided by the model sponsor and/or user.
These returns do not reflect actual trading in an account or group of accounts and are therefore hypothetical in nature.
Model position changes are implemented using closing prices as of the position date unless otherwise stated, and returns reflect the reinvestment of dividends and interest.
The impact of fund fees held within the model portfolios is reflected in all periods presented.
Model portfolio returns are shown net of fees as provided by the model sponsor and/or user. Teucrium makes no representation of the accuracy of the net returns presented. 

Not Financial Advice
This model does not account for an individual investor’s specific objectives, financial situation, or risk tolerance. It may not be suitable for all investors. The information presented should be one of many factors considered when making an investment decision, and additional fundamental and technical analysis may be required to assess the suitability of any individual security or strategy.

Commodity Market Risk
Commodities include securities that track bulk goods and raw materials such as grains, metals, livestock, oil, cotton, coffee, sugar, and cocoa. These assets are influenced by global supply and demand factors and may serve as a diversification tool for sophisticated investors who seek to add commodity exposure to their portfolios. Investing in commodities entails significant risk, including price volatility, liquidity constraints, and geopolitical influences. Commodities do not generate income and are highly speculative. As such, they should not represent a significant portion of an investor’s portfolio unless the investor has a deep understanding of the associated risks and objectives.

Fees and Expenses
Acquired Fund Fees represent the weighted average expense ratios of all holdings within the model portfolio.
Pure gross returns are calculated before the deduction of advisory fees, trading expenses, and other investment costs.
Net-of-fees performance reflects the deduction of advisory fees, trading expenses, and other associated costs. Teucrium waives the advisory fee for this strategy, yet investors are subject to Teucrium fund fees. The strategy may or may not hold Teucrium funds at any given time.

Advisor Disclosure
This fact sheet was prepared by Teucrium Investment Advisors, LLC  a U.S. SEC registered investment advisor, and reflects the current opinion of the firm, which may change without further notice. This report is for informational purposes only and nothing contained herein should be considered as investment advice or a recommendation or solicitation for the purchase or sale of any security or other investment. Opinions contained herein should not be interpreted as a forecast of future events or a guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be either suitable or profitable for a client’s portfolio. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any benchmark. Diversification does not ensure a profit or protect against loss in a declining market. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. Commentary regarding the returns for investment indices and categories do not reflect the performance of Teucrium Investment Advisors, LLC , or its clients. Figures contained herein are obtained from sources deemed reliable, but we do not guarantee its accuracy or completeness. Past performance is no guarantee of future results. Investments fluctuate in value.