Ukraine Invasion Plays: XOM, USO, LMT, RSX, CRWD, PANW, IRNT, etc

Starting to look into the commodities ETF, DBC - might allow broad exposure to community price run-ups without having to (or in addition to) banking on specific commodities running.

Composition:

FUTURES % OF NET ASSETS
NY Harbor ULSD* 14.33
Brent Crude 13.60
Gasoline 12.85
WTI Crude 11.80
Wheat 6.98
Gold 6.70
Aluminium 6.06
Corn 5.34
Soybeans 5.24
Natural Gas 5.16
Zinc 4.83
Copper 4.53
Sugar 4.36
Silver 1.61

*ULSD - Ultra-low Sulphur Diesel

Has been on a secular uptrend these last 10 days:

With Putin’s orders to stop exports of most things other than gas and oil, all commodities should become more expensive.

Because this is an ETF, option premium is not that bad. And this has decent liquidity, though not great. Looking at the 7/15’s.

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