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REDDIT

Thoughts on diversifying in a downturn

S
Jan 12, 2026 · 18:46

If you're prepping to hedge against USD currency devaluation and a recession, how would you diversify your portfolio (currently, mine is around 55 percent in total global equity funds)?

Here are things I'm considering. Thoughts (pros/cons) and specific suggestions are appreciated:

Inflation- linked bond ETF

VXUS or other non-US funds

Gold ETF (or gold-hard to hold?)

Silver stock

REMX rare earth fund

ETFs heavy on:

Defense

Utilities/Energy

Healthcare