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Yes, those are exactly the reasons that worry me, too—in addition to the hyperscalers’ increasingly creative accounting practices.
But over the past few weeks, I’ve been looking for a hedge in gold and gold mining stocks rather than in dividend-paying stocks.
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@Olli68 That can also be a good approach. The gold allocation in my portfolio is 5%, which was my target. Now I’m increasing my holdings of dividend-paying stocks. I’m doing this by reinvesting dividends, using fresh cash or my savings plan, and with profits from NGT. I’ve already rolled over partial sales of Sivers, Axt, Lumentum, Amprius, etc., into the core portfolio. But that’s slowing down a bit right now.
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