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@tgbtg7701 Which funds were you looking at? Perhaps I should take another look.

@tgbtg7701 Before assuming that Spanish funds make more sense because of the rebalancing loophole, look at the fees. I have Spanish residence and prefer ETFs based in Ireland (VWRA/VWCE, EMVL, JPGL, USSC, ZPRX, etc)

@kcnalp More about how the storage holds up, how cold the winter, and for how the conflict goes. If India or China step up pressure on Putin to end it or Ukraine makes another big gain there will be a lot of upside to the Euro. On the other hand, a lot could go wrong. My feeling is there's...

@kcnalp I'd stick with what you're doing but.... Hedge might work if you're convinced the EUR is in for a tough winter (if energy supply works out there will probably be a quick rally though) so it's a directional bet with little certainy. DTLA is something worth watching but technically it is...

@william7000 Home country bias.

@justiceformyfoot All World won't just diversify your market risk but currency risk as well - given the potential for a declining USD I'd definitely want other currency exposure.