He has said plainly all his money is tied up in his Rogers International Commodities Index. He started that index in 1998 to drive home the point that he was bullish on commodities even as everyone went ape-shit over tech stocks. He was going on CNBC 1998-2001 tell everyone they were full of sh*t. He deserves credit for that. Returns on his index are posted at the link below. Note his indices rebalance every year, thus automatically taking profits in the strongest commodity markets, and loading up on the weakest. Given recent volatility it might have made sense to rebalance every 6 months ... not sure.
In June the index was up 472% since 1998. That has come down to 214% at end-Oct. He is always overweight oil, which explains the recent volatility. On the plus side, the index will rebalance end-Dec, which means he will add more oil at expense of other commodities. He'll definitely top that 472% within the next 24 months.
If Landis or Makloda or any other Rogers detractor could show this kind of return over a 10 year period I would shit my pants. I might even suck their dicks...
