Q: Hi Gary: I read your latest multi currency update and am curious why you haven’t move a portion of your portfolio into dollar denominated investments with the strong possibility of a short term dollar rally. Thanks”
Quick A: That is a really good question… I’ll share.
The basic two reasons are… I am not a short term speculator. If anything I would borrow more dollars and invest otherwise. Plus 75% of my portfolio is in real estate… all denominated in US dollars. Gary
More is coming… but first… any more questions or comments on this?