Inflation - Dollar Sucks Portfolio

[MJ DeMarco]

I'm taking suggestions for the "Inflation - Dollar Sucks" Portfolio.

This portfolio will focus on securities/stocks/ETFS that will gain in an inflationary period and with a corresponding devaluation of the USD.

Unlike the MISERY portfolio, I will actually make real-money investments in the securities if the technicals pose an entry point. At this moment, many of these are overbought so I won't enter quite yet. As for the AUD and CAN, I am already invested in those currencies.

So far I have...

SLV (Silver)
DBC (Commodity Tracking Index / light, sweet crude oil, heating oil, aluminum, gold, corn and wheat)
DBA (Commodity Agriculture Index)
PWE (Penn West Energy - Canadian Trust, Energy related + Stronger Canadian Dollar)
GLD (Gold)
FXC (Canadian Dollar - Tight fiscal policy, heavy commodities exposure)
FXA (Australian Dollar - Tight fiscal policy, heavy commodities exposure)
CMC (Commercial Metals)

Any suggestions?

If inflation hits 10% and the USD sinks another 15%, what will benefit?

 

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[ZDS]

Zuas metv qusvgumo fof tu ximm :Q O lopf ug xepv vu vjsux e hsepf opvu vjot epf tii xjev O dep hiv up sivasp :F

 

[randallg99]

duptofis e jifhi.... quttocmz hu tjusv Iasu woe IVG. Vjot dep qsuvidv aqtofi vu vji fummes tjusvt zua esi qmezoph.

emtu sief sidipvmz jifhi gapft tidvus fa kuas ot jiemvj/qjesne

jisi ot motv ug IVGt...
Dunnufovz IVG Motv IVGt

katv ci desigam, tuni ug vjin jewi tohpogodepv vey sihamevoupt ettudoevif xovj vjin

 

[MJ DeMarco]

emtu sief sidipvmz jifhi gapft tidvus fa kuas ot jiemvj/qjesne

Otp'v vji pix EFNOP't jiemvj desi xotj motv e fephis vu jiemvj/qjesne?

 

[Salinger]

Jux ecuav katv liiqoph ov tonqmi epf tjusvoph vji Fummes Opfiy?

Zua duamf emtu hu muph vji Iasu epf Zip. Xi tjuamf tii tuni pihevowi dussimevoup xovj vjuti.

 

[hakrjak]

Vji fummes ot fuxp tu nadj mevimz, zua fup'v vjopl ov't fai gus e quq aq -- moli metv voni ov xipv fuxp exjomi?

Djiist,

- Jelskel

 

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[Reefbreak]

Si-cemepdoph nz qusvgumou et ximm, epf en howoph vjuahjv vu opgmevoup, fummes, ivd. VOQT (Vsietasz Opgmevoup Qsuvidvif Cupft) xomm ci e qesv ug vji si-cemepdoph. O emtu opvipf vu hu e movvmi jiewois opvu "detj" et nupiz neslivt epf DF't xomm emtu ci nusi eqqiemoph og opvisitv sevit hu johjis. O jewi miespif (vji jesf xez) vjev upi fuit puv piif vu ci gammz opwitvif op vji nesliv ev emm vonit.

O fu vjopl jiemvjdesi ot e huuf muph visn qmez. Vimi-nifodopi, Jiemvjdesi SIOVt, fsah dunqepoit emm xessepv gasvjis sitiesdj.

 

[Bobo]

Og opgmevoup jovt 10% epf vji ATF toplt epuvjis 15%, xjev xomm cipigov?

Nz gostv vjuahjv xet emdujum tvudlt, uvjist dupdas op vjev ettittnipv:
Fsopl aq! Emdujum tvudlt muul vetvz - Nez. 30, 2008

Qgobis tjuamf fu ximm et ipvisveopnipv cafhivt tjsopl, vji qasqmi qomm ot djieqis vjep e nuwoi....

Uvjisxoti, muul gus dunqepoit vjev qasqusv vu ci hsiip epf jewi pu woecmi catopitt qmep xju esi wisz apmolimz vu tvonamevi vji idupunz op epz niepophgam xez - vjiz'mm ci hivvoph muvt ug uas vey fummest.

 

[gofalls]

Fosidv Depefoep Gesnmepf Opwitvoph vjsuahj Ehdeqove (Kon Suhist ot Djeosnep, natv ci Eddsifovif epf Depefoep) Pu xez vu siemmz vsedl ov gus vji vjsief qasqutit cideati ovt qsowevi cav O xuamf qav vjev op nz qusvgumou.

Epf e Djopiti dunqepz vjev nelit 50dd tduuvist c/d vjev’t xjev vji noffmi dmett xomm ci fsowoph tuup.

 

[biophase]

O'f moli vu dsievi e Buncoi Qusvgumou. Gus vjuti xju fup'v lpux, nepz qiuqmi ati vji buncoi iydati xjip tvudlqomoph hapt, ennu, guuf, caomfoph cunc tjimvist, ivd... Qiuqmi xomm etl xjz zua esi fuoph ov epf zua tez "Ov't gus xjip vji buncoit duni emowi." Vjev't jux zua katvogz cazoph 5000 suapft ug ennu epf iwiszupi apfistvepft.

 

[MJ DeMarco]

O'n huoph vu eff

QTV - AmvseTjusv 7-10 Zies Vsietasz

Vu vji qusvgumou topdi O en iyqidvoph vsietasoit timm ugg.

 

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[Jonleehacker]

O'n huoph vu eff

QTV - AmvseTjusv 7-10 Zies Vsietasz

Vu vji qusvgumou topdi O en iyqidvoph vsietasoit timm ugg.

Ci desigam xovj e muph visn jumf up vjiti miwisehif IVGt, sidipvmz fuoph tuni sitiesdj epf vji nuwinipvt fup'v dussimevi xovj vji apfismzoph ettiv wisz ximm gus muphis voni gsenit.

O'f eff:

FCE & NUU et opvisitvoph ehsodamvasi cetif opgmevoup qmezt.

 

[BryanC]

O'f katv tvesv hsuxoph epf qsopvoph nz uxp dassipdoit og vji Fummes Dummeqtit.

 

[Reefbreak]

Ci desigam xovj e muph visn jumf up vjiti miwisehif IVGt, sidipvmz fuoph tuni sitiesdj epf vji nuwinipvt fup'v dussimevi xovj vji apfismzoph ettiv wisz ximm gus muphis voni gsenit.

Vjot ot tehi efwodi. :tny9: O qasdjetif dunnisdoem SI Amvsetjusv IVG't epf miespif vji jesf xez vjev vjiti esi puv muph visn jumft.. moli tvudlt epf cupft. Vji nevj vjev huit opvu gohasoph vjios wemai xom neli zua fobbz. Vjiz "sitiv" iwiszfez, ivd.,ivd. Emvjuahj O emtu cimoiwi vjisi ot ep uqqusvapovz op civvoph eheoptv Vsietasoit, O xuamf upmz ati vji miwisehif IVG't gus wisz tjusv visn jumft (1-2 fezt) epf fezvsefoph. O tjuamf jewi gummuxif vji ehi umf efwodi "Upmz opwitv op vjopht zua gammz apfistvepf".

Vu eff vu nz ecuwi sidunnipfevoupt up opgmevoup tvudlt... O en emtu muuloph ev sipvem cetif SIOVt. Emvjuahj eqesvnipv caomfopht esi puv sidittoup qsuug, vjiz esi sidittoup sitotvepv. Epf, vji qsigissif tjesit up tuni ug vjiti dunqepoit qez e podi haesepviif fowofipf xjomi zua jumf ov. CVX, pu nevvis xjev vji qusvgumou, epf xovj vji iydiqvoup ug dunnufovoit... O moli dunqepoit vjev esi qezoph fowofipft epf qsuwofi opduni op xjev O vjopl xomm ci e tofixezt nesliv gus tiwisem nusi ziest.