Search results

@kcnalp American companies will buy foreign currency to buy those cheap imports so that should counter the trend, is what I meant. You are right that the whole discipline is US centric - there is no rational reason to weigh regions in global ETFs based on market size if you really think of it -...

@kcnalp It sounds to me like you are still assuming that your assets move in sync with the USD which should not be the case so the compound effect should not be that large. I let it swing, as you say, since I believe that large currency movements are offset by interest rates and trade in the...

@kcnalp That happens every time the market goes up right? You just invest what you money you have and try to rebalance at the same time.

@kcnalp Yes, the important thing is not denomination but correlation between USD and underlying earnings. Broad indices include companies that do business worldwide so their future earnings should not be so closely correlated with the dollar.

@kcnalp I usually make no directional bets unless the market situation is very clear and the opportunity evident (lehman or covid-level crisis). Otherwise tax and transaction costs are not worth the bet.

@joyfulboy You can achieve something similar by coupling DCA with rebalancing a portfolio to fixed allocations.

@whaaat https://www.bogleheads.org/wiki/Managing_a_windfall