What are you doing to redistribute your portfolio at this stage of the game? Just curious.
Moving more to foreign shares (+5%), TIPS (+2%), commodities (+4%, gold / oil), REITs (perhaps an inflation hedge, +2%.) I just need to spread my bets more widely since I have little confidence in the USD and I’m looking for hedges.
What I’d really like, but can’t find, are a MMF and Intermediate Bond fund in ex-USD basket of currencies. I want to flee the dollar (to a certain extent), but don’t need more equities. I’d like to bet against the USD by holding interest bearing accounts in EURO or preferably all non-USD currencies simultaneously.
If you have any other ideas, I’m all ears.