Jul. 16 at 2:39 AM
$SPY $BLK $VWO $EWU $EWUS
Blackrock says they’re pouring money into the UK.
I’ve been suggesting for several years to keep accumulating emerging markets.
Forward PE ratios
UK is 17+
SPY is 23
China 11
Brazil 8
Vietnam 17
I continue to like and hold miners, emerging markets, energy, long grade A/B corporate bonds and agribusinesses.
I will be scaling more into individual corporate bonds and tax free municipal bonds into year end and early 2026.
I will build my portfolio like this.
70% core positions
30% bonds
30% short positions.
I haven’t started any shorts, yet.
Do your due diligence.
https://www.thetimes.com/business-money/companies/article/blackrock-hit-by-52bn-withdrawal-from-single-client-kmsmg87jc
