Just curious. How great does your portfolio look if you index it to the Euro? Seriously. My conservative portions are running with huge gains, and my aggressive international stocks are all anywhere from 40-400%. I am smart enough to know that this is not due to my considerable jeenius. When I index it to the Euro, the portfolio looks more sane and less like a pre-bust Nasdaq stock. For my CDs, I refuse to check their value versus the Euro…
Makes me wonder if NOW isn't such a bad time to buy a house. If massive inflation really hits, a $500k loan at 6.5% might look like peanuts. Anybody got some old Jimmy Carter for Prez pins, that I can borrow?
-one muggle
A good portion of my individual holdings are essentially tech adrs for european companies. Tech bubble+ european markets in general for me has been pretty decent versus the euro. Although I would say in hindsight, buying a euro ETF would have been a safer option. I only think if I were to do this now, it's too late. Ironically, other holdings are domestic tech that have rallied over the past 2 years and are beating indexes. Also, there I do have a mixture of oil companies that unfortunately I sold a portion of two weeks ago. Oh well.
My vanguard indexes are trailing my personal portfolio at this point. I would ascertain this so far to luck. At the same time though, I was buying stock when the down was below 13,000 despite my better judgement. And As such, I've been selling here and there to take some money of the table, only to put it back on the table when/if the market tanks in the next couple weeks. It's really just speculative right now for me. And it's really more of a game than anything else.
Regarding….
Makes me wonder if NOW isn't such a bad time to buy a house. If massive inflation really hits, a $500k loan at 6.5% might look like peanuts. Anybody got some old Jimmy Carter for Prez pins, that I can borrow?
You know. I have to say, a $3800/month mortgage for me really isn't that bad these days 🙂 Either my income is holding better than I thought (seriously doubt that), or I've just gotten use to it 🙁 One thing for sure, a home in Shanghai, china will probably cost a hell of a lot more more than this home here in SD when and if the Yuan floats.
