Ideas for Investing in Agriculture?

[billjones]

I have $53k in a SEP IRA that I want to rollover into some sort of agriculture investment. I'm already invested(ing) pretty heavily in PMs. So for me: Agriculture > PM mining investments. Diversification and what not.

Anyone have any good agriculture ETFs/stocks ideas?

 

[bobbyw24]

Both posts in this thread should help you

http://www.ronpaulforums.com/showthread.php?312470-Invest-Like-Jim-Rogers&highlight=invest+rogers

 

[billjones]

Thank you, bobby.

 

[billjones]

I'm going to use this thread to put my ideas and thoughts into writing in order to help me make the best decision I can. All comments/thoughts appreciated.

Ok so first I need to decide what type of investment I want.

As far as I know the possible types are:

1. Buying the commodities themselves. (wheat, soybeans, etc.)
2. ETFs that deal with a select few commodities (DBA, RJA, GRU)
3. ETFs that track ag stocks (MOO, CUT)
4. Actual stock in ag companies (POT, SYT, DE)

Apparently 1-3 all deal in futures and I'm not sure I trust futures. So maybe I split up my investment into 3-4 different ag companies equally?

 

[billjones]

Since diversification from PMs is my main goal with this investment it may be wise to diversify even further. Any thoughts about crude oil? What about solar energy?