The business of agriculture is all over the media right now. “Happy are the cheese makers” indeed are long term investors in Warrnambool Cheese and Butter (WCB). So too are almond investors in Select Harvests (SHV), who enjoyed a 300% return in 2013 making it the top performing stock on the Australian share market. Here we look at the case for and against having a “soft commodity” and “agribusiness” asset allocation tilt to your portfolio and how you can go about getting it.
Hard and soft commodities