Apr. 16 at 2:53 AM
Update on this regarding currency allocation and building a bear real estate exposure side portfolio
Decision to put a bit under 18% of cash on hand to
$GLD at 296 for inflation hedge is looking very smart already, 301.73 overnight baby. May move more cash into it. I truthfully am worried for the USD and think Americans take for granted how strong it is. We could be in for a rude awakening
Now have around 10% of my swing ira shorting real estate and have room for more but watching
Still short
$ABNB (118 avg this load but very nice profit buffer from past drop)
Light scale
$VNO short in 34s
Decided to short
$MAA instead of
$BXP. Sunbelt exposure is too tempting.
I don’t think shorting any of these three are going to lead to life changing gains but I DO think playing the downside on them will easily outperform spy and likely offer 15-25% roi
No CTB and no real scenario where any explode exponentially nullifies disadvantages of shorting.
