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Pandemic portfolio for US Investors (part 2)

The portfolio for this new paradigm needs to resist dollar devaluation, a potential increase in inflation, while positioning to capture the upside from current and future liquidity injections. Such a portfolio will have to maintain equity exposure (both US and international), position for inflation through commodities and TIPS, hedge against dollar devaluation through Gold whileContinue reading “Pandemic portfolio for US Investors (part 2)”

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