A place to think

Asset Allocation

Allocation

Just in case you wondered… This is my current asset allocation (excluding real estate and debt) in this current troubled times:

Cash or equivalent:            90%

Equity (EM):                     7%

Gold:                               3%

Currency-wise:

USD:                                 50%

Euro:                                 34%

UK Pound:                         16%

I am thining to add on Gold, but definitely not US equity – if anything, I would short them.

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