1G
Pretty boring. 😁
You're clearly overweight in the US. That can quickly make things less boring. USD weakness, sovereign debt crisis, shadow banking collapse, private debt orgy, government restructuring - this will not leave US equities unscathed.
Why don't you have any EM value stocks?
You're clearly overweight in the US. That can quickly make things less boring. USD weakness, sovereign debt crisis, shadow banking collapse, private debt orgy, government restructuring - this will not leave US equities unscathed.
Why don't you have any EM value stocks?
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@Epi That's right, there's still a bit of a thrill here. In the long term, however, I don't think you can go wrong with US.
The two ETFs should even things out a bit 🤔 I also have $HNR1 $LSEG $8002 and $IBE running as a savings plan in my secondary portfolio and they will be added to the main portfolio here once they reach a certain size.
I would probably get back in at $ASML if the price were better and I'm looking at $DB1.
Do you have any EM stocks that currently seem worth buying?
Thank you for your feedback 👍
The two ETFs should even things out a bit 🤔 I also have $HNR1 $LSEG $8002 and $IBE running as a savings plan in my secondary portfolio and they will be added to the main portfolio here once they reach a certain size.
I would probably get back in at $ASML if the price were better and I'm looking at $DB1.
Do you have any EM stocks that currently seem worth buying?
Thank you for your feedback 👍
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