There are still places to go with your cash that will help you hedge but all of us will have to make hard decisions now. Illiquid assets will experience a drawdown and the only future the U.S. has is rescuing its growth policy via immigration. Our advantageous wealth producing trade deals are most likely dead and gone forever.
We are lucky to have a massive number of expert companies that produce goods and services that are hard to displace but the executive branch has put that all at risk.
Rebalance to well run well positioned active ETF’s. Open a IBKR account so you easily have the option to exchange currency if need be.
IDVO AVDV IDYN IDMO MFSI GVAL AVDE are all interesting ones.
I converted USD to EUR JPY CAN
If i am wrong I hold lagging quality EX/US
I still have and will keep a large amount of U.S. investments.
I hope another way emerges out of what looks like a challenging future. Maybe the tide will turn and the tension will be diffused but the threat to a quality future for the US is very real.
De globalization was going to happen anyway but it would have been wise to do it methodically and strategically. The U.S. actually had an opportunity to be more powerful than ever but we are doing the exact opposite of what’s needed.