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      09-25-2021, 08:20 AM   #12
2000cs
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Drives: Potato
Join Date: Feb 2012
Location: USA

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Quote:
Originally Posted by chassis View Post
Any and all equities.

Please answer a question: what is your risk tolerance? Please tell me your portfolio's standard deviation (volatility) today. This is easily calculated by using portfoliovisulizer's Efficient Frontier tool: https://www.portfoliovisualizer.com/...nalysisResults

I'm not a financial advisor. More information is needed from you to answer your most recent question.
My portfolio is fine and I also hate bonds (they historically underperform in real terms). But thatís not what Iím asking.

Would you shift from autos (limited pricing power) to REITs (fixed asset cost and ability to raise rents) for example?

On the consumption side (business consumer or personal), would you build inventories, buy ahead or try to contract for long-term fixed prices?

How about hedging (financial instead of physical protection)?

Not asking for personal advice, just what people are thinking and general themes.
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