RE: It is simpleI bought LV.v for the same exposures. Two addtional commodities I like are:
1) Gallium - GCU.V has largest North American gallium project. It also has a Gold and uranium base. The gold project is a hidden gem as most people know it as the gallium play.
2) Iron Ore - Cheapest iron stock in the world is PLL.V.
I hold large share positions in all three above as well as SA and many other golds. Gold exposure might be greater than 60% right here.