I was going to make a small spec play on HSTRX - which mixes mostly AAA rated credit with about 10% miners. I think this may work in the coming year as the s*** hits the fan (inflation / Fed moves / higher volatility). But I was met with a $49.95 transaction fee, so backed out. Who would’ve thought this guy wouldn’t be eager for buyers of his mostly failing funds? I do have quite a bit of exposure to commodities & miners. Wanted something tamer and actively managed. Anything else out there like HSTRX that would be free to buy at Fido?
Permanent Portfolio PRPFX.
Global SGENX always has exposure to gold.
Inflation-related funds have exposure to hard assets, not necessarily gold.
FWIW, not the same at all but I took a stake in DBC (Invesco DB Commodity Index Tracking Fund) early in the year for 2 of the 3 reasons you gave, inflation/Fed moves. It doesn't fit your 3rd wish though. Commodities can be volatile. It's done well but I think it has reasons to do well again in 2022 - fingers crossed. This ETF is a basket of commodities, 50% energy, 28% PMs + base metals (not miners). The rest in ag.
Probably somebody will open an ETF based on that concept in the future.
Etf's allow us to build our own mix and perhaps find an "active managed" in the areas you seek.