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Strategies & Market Trends : The Art of Investing
PICK 46.96+1.9%Nov 26 4:00 PM EST
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To: Sun Tzu who wrote (2829)11/15/2021 12:43:35 PM
From: Sun Tzu1 Recommendation

Recommended By
Kirk ©

   of 10646
 
So how can you protect yourself?

Firstly, consider emerging market bonds that are USD denominated (most are). This indirectly gives you currency diversification. You need to time it right, but I think going forward it will be a winner.

Secondly, at least for now, consider REITs. I've talked about them before. REITs are interest rate sensitive, so they tend to do poorly in a rising interest rate situation. However, as I said, I think the interest rates will remain lower than most people expect, which means REITs are priced to a worse future than will happen. Furthermore, some REITs are good value plays as the value of their property and rents they collect is above what is reflected in them.

Thirdly, consider a blend of stocks + commodities instead of stocks + bonds. Again I've talked about this for a while now. The problem with both of them is that they have had a major run up. So you may need to wait for a pullback before adding in more commodities. I am sure with some research you can find a good managed futures account/ETF.

This is meant as a long term plan. It is not a call to run and buy them all tomorrow.
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