{"id":79523,"date":"2026-03-02T18:02:19","date_gmt":"2026-03-03T02:02:19","guid":{"rendered":"https:\/\/drduru.com\/onetwentytwo\/?p=79523"},"modified":"2026-03-02T18:02:20","modified_gmt":"2026-03-03T02:02:20","slug":"raax-a-real-assets-fund-speaking-my-language","status":"publish","type":"post","link":"https:\/\/drduru.com\/onetwentytwo\/2026\/03\/02\/raax-a-real-assets-fund-speaking-my-language\/","title":{"rendered":"RAAX: A Real Assets Fund Speaking My Language"},"content":{"rendered":"\n

A Case for VanEck Real Assets ETF (RAAX)<\/strong><\/h2>\n\n\n\n

At the end of 2025 I made the case for buying commodities in 2026<\/a>. I came into this year already owning a large, core basket of Rio Tinto (RIO), BHP Group (BHP), Freeport McMoran (FCX), and some rare earth stocks and looked forward to further growing these positions. However, 2026 had a such a strong start that I took profits on FCX as a way to fund future purchases. Today, I discovered an ETF that will become my core commodity position because it eliminates company-specific risks: VanEck Real Assets ETF (RAAX). With an ETF like RAAX, I will worry a lot less about tinkering with the stocks of individual commodity-related companies.<\/p>\n\n\n

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\"The<\/a>
The weekly chart for VanEck Real Assets ETF (RAAX) shows a sustained breakout in early 2024 that has recently become nearly parabolic. I am a buyer on dips.<\/em><\/strong><\/figcaption><\/figure>\n<\/div>\n\n\n

The podcast Animal Spirits recently interviewed David Schassler from VanEck to discuss the bullish case for RAAX<\/a> and its components. The discussion further strengthened my conviction on commodity positioning. Here are some key points that caught my interest:<\/p>\n\n\n\n