Someone made a good point in the equities thread that banks would not be a good place to invest if you wanted to balance things out since they are so intertwined with RE. Mining, even if it was still doing well, would be also be doubling down on the same thing basically, since it underpins so much of our current strength. So if a conservative, primarily RE investor were to invest in equities, what would be the industries to hone in on? What are the major events that would serve to undermine the RE market and what type of industries would do well if this were to happen?
Currently I have some Japanese ADR's in the U.S., so this is my hedge. The rising USD against the Yen pushes up the shares because it's an export driven company / economy, while the rising USD against the AUD pushes it up again when I decide to cash in. It's like a double whammy. In curious what other strategies are out there.
Currently I have some Japanese ADR's in the U.S., so this is my hedge. The rising USD against the Yen pushes up the shares because it's an export driven company / economy, while the rising USD against the AUD pushes it up again when I decide to cash in. It's like a double whammy. In curious what other strategies are out there.