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Long-Term Portfolios Need 'This'

Fast Money Portfolio

If you’re building a portfolio for the long-term, we’re hearing you really should have exposure to -- real assets.

According to Jim McDonald, Northern Trust Global Investments Chief Global Strategist, it's a must.

McDonald believes inflation has become one of the more likely ways that the US addresses its debt problem. And in the face of inflation, he says investors who plan to buy and hold long-term, need to own real assets such as real estate, commodities and/or TIPs.

Get all the details. Watch the video now!

Fast Money Portfolio: Is the US the Best 'Bet'?

In case you're wondering, McDonald leads a team with $716 billion in assets under management.

Posted by CNBC's Lee Brodie

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Trader disclosure: On June 6, 2012, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s "Fast Money" were owned by the "Fast Money" traders; Brian Kelly is long QQQ Calls; Karen Finerman is long AAPL; Karen Finerman is long BAC; Karen Finerman is long FPM; Karen Finerman is long WMT; Karen Finerman is long TGT; Karen Finerman is long RIMM; Karen Finerman is short SPY; Karen Finerman is short IWM; Karen Finerman is short MDY; Guy Adami is long C; Guy Adami is long GS; Guy Adami is long INTC; Guy Adami is long AGU; Guy Adami is long MSFT; Guy Adami is long NUE; Guy Adami is long BTU; Mike Murphy is long JPM; Mike Murphy is long TGT; Mike Murphy is long X; Mike Murphy is long HAL

For Jim McDonald
Jim McDonald is long GOLD with wires.