Soldato
- Joined
- 13 Jul 2004
- Posts
- 20,344
- Location
- Stanley Hotel, Colorado
Just dont buy a world index, invariably that will be 50% USA which just seems wrong. Most production is not USA not even 'western' anymore.look at diversifying more than just having that much in a single market. Spread out across different global markets maybe some bond allocation.
Bonds I hold emerging debt with Investec which is inverse to dollar strength, dont buy into QE imho. Its like a bad cheque, they wrote too many
Just reading through this guy, well worth reading his ideas as he is the exception to the rule. A private investor who massively outperformed the FTSE or any fund manager really
Whatever magic allowed him to do that, is not so easy to see precisely
Bought some Amara mining today on its pullback, on the off chance gold does take off. Its come past $1250 now (just about) but we shall see :|