I'm always trying to find hard data on how much to allocate to
commodities. Sal Gilbertie has written an article that helps this
endeavor:
http://www.indexuniverse.com/publications/journalofindexes/joi-articles/12272-commodities-in-a-portfolio-.html?showall=&fullart=1&start=6
http://www.indexuniverse.com/publications/journalofindexes/joi-articles/12272-commodities-in-a-portfolio-.html?showall=&fullart=1&start=6