Buy UGL by Jan 9, 2033.

I'd like to ask for some feedback regarding the thesis behind this long-term strategy as an Australian investor (40% GGUS/30% UGL/20% AUD cash/senior bank bonds, 10% aussie miners/personal stock picks) with 20% bands, yearly rebalancing), where it could go wrong, and for constructive critique. The basic premise is that over the next 7-10 years, the USD is expected to depreciate relative to the AUD (mean-reversion), and a number of other considerations, like higher US inflation to be expected. This is …