Thanks for coming back to me and for your explanation.
Having a small part of your portfolio into commodities would allow you to have a proper diversification and will allow you to reduce the overall draw down.
I have personally run several back-testing portfolios over the long period and having an exposure of 7.5% of the overall portfolio into commodities allowed me to reduce the Max DD to -4.3% (with an average of 10% per year return) in the last 70 years. So I think it is a crucial part of my personal portfolio (and it should be part of everyone else portfolio) because it allow you to reduce drastically your total DD.
Of course there is no “one fit for all” solution but for the ones like myself that want to have a solid portfolio with a 360 degrees exposure, commodities is a must have.
And if I can get if through FT, this is a blessing for me