The YouTuber recommends BCD as a critical part of a portfolio due to its role as an inflation hedge, good dividend yield (5.8%), and low correlation with stocks and bonds, which helps lower overall portfolio risk. He highlights its investment in futures contracts across various commodities like gold, oil, and natural gas, and its outperformance compared to higher-expense commodity funds.
“commodity funds aren't as popular as the other ETFs we'll look at later but can still be a critical part of your portfolio they work as a great inflation hedge produce a good dividend yield and will lower your risk a little when combined with stocks”