LIN - The Vanguard Materials ETF Is Outperforming The S&P 500

• As most of you know, Putin's horrific war in Ukraine has effectively broken the global energy & food supply chains, causing inflation and more pressure on the Fed to raise rates.
• That, combined with the pandemic spending and reopening theme, has caused commodity and materials prices to soar and investors are seeking ways to protect their portfolios from inflation.
• As a upshot, the Vanguard Materials ETF has outperformed the S&P 500 by ~10% YTD.
• Yet inflation and higher interest rates also pose a threat to the materials sector in that they could result in slower global growth and less demand.
• So let's take a closer look at Vanguard's VAW materials ETF and see if it is suitable for an allocation within your portfolio.

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