Still de-risking, but not stepping away from equities…there's a difference between playing defense and leaving the game. Adding to gold and silver $CEF, leaning into low volatility ETFs $ACWV & $FLVI and building out TIPS and cash like positions $SCHP, $SGOV, & $HISU-U. Not a retreat, just a shift in posture: staying invested, but tilting the portfolio toward things that hold up when everything else doesn't.
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8 Comments
Le Corb@lecorb · 2d
@ian_s I’m accumulating gold via $KILO unhedged to 5%-10%, and short term treasuries in CAD via $ZUCM unhedged (after what is presumed will be a rate increase this Wednesday and in December), as well as $ZTIP unhedged 10%. These are fairly new BMO ETF’s that allow to buy in CAD as I stay primarily in local currency and only have $SCHD in USD for my value play and momentum hedge is now become 10% of my portfolio because of its growth recently. My portfolio is fairly low volatility 0.80 beta, but any major event will still be felt! Hoping 20% cash equivalents and 40% low volatility dividend stocks will minimize anything major! 🤞
Moe @moe_on_margin · 2d
Absolutely on point 👏👏
Jesse Franklin@pinnaclewealth · 3d
Very good points made
Scott S@scottsinvesting · 3d
You make a great point in saying "there's a difference between playing defense and leaving the game" Ian... Far too many see any warning or de-risking message as predicting a crash and exiting equities altogether. Thanks for sharing! Pretty sure you know where I stand on things right now...
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