“We manage multi-asset portfolios… strategic asset allocation of 30% currency hedged… based on a view that the Australian dollar is probably about fair value”
♫
Said on Equity Mates Investing Podcast
“The second way is to hedge out your dollar risk, which means that you still buy the US stocks, but that you sell some dollars to try and smooth out any risk on the currency side.”
Rob Armstrong · Unhedged · There is only one trade
Play from 11:50
11:50
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What was described
suggested hedging out dollar risk when buying US-denominated AI stocks by selling dollars (e.g., using currency forwards or futures)
Said nearby on the same subject
“I use an ETF that does have a balance of currency hedging… GHHF… has a balance of 30% of the global equities being currency hedged”
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Said on Equity Mates Investing Podcast
“You know five dollars for eight dollars for and i would sell it for like a hundred dollars … then i opened a vintage store based on the same principles”
LR
Law Roach
Aspire with Emma Grede ·
“I'm going to pick which option I think represents the best future return opportunities and risk every month… I'm going to invest in that ETF… I'm going to not sell. So when there's volatility, I'm just going to hang in there and ride it out”
SW
Stuart Weems
Investopoly ·
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