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Message: [QUOTE="Da_Aisijimo_Gou, post: 4205556, member: 264"] [USER=539]@UcannUconn[/USER] Commingling regular budget (food, energy, etc) vs MT/LT investment allocations? Noting inflation-projections rising a year+ ago and inflation baked-in to varying degrees by institutional managers, a bigger challenge reacting now. Tossing out some considerations ... Crypto: Which one? Type? Pending US govt policy announcements? LINK appears to dip to $14-15, then rise again. Repeat cycle, T. B. D. DAPP for LT? Commodities: Which type? Big differences, e.g., potentially less precious metal upside vs industrial metals, e.g., alt/EV energy copper, lithium, etc dependencies, infrastructure requirements (steel), etc. Today, added some FCX and CLF and took bit of gold miner/gold ETF profits just now. Not selling MP lithium miner/soon processor. If Russia invades Ukraine for the 3rd time since 2013, may take some ridiculous oil profits on LT shares bought year+ ago. Ag/Fertilizers? Food's not going out of style. Growing S & E Asian middle class populations with changing diets depend on imports, increased fertilizer use, and ag tech/equipment. Russia once again invading Europe's largest country (area solely in Europe) and bread basket? ADM? MOS? CAT? DE? Fixed Income: Floating Rate Bond ETFs (FLOT?) and Senior Bank Loan ETFs may have already baked in some inflation, but 5, 6, 7, more Fed increases? When Russia invade Ukraine again, will the Fed delay or lower projected rate increases? Who knows. Emerging Market bond ETFs hit hard YTD & last 12 months: 1 year from now mayyyyyy look good as many EM Central Banks already increased rates (Not including mainland China now lowering rates now). Equities: Plenty of cash-rich companies exist, sound dividend payers (BNS & other Canadian banks, BLX, etc), hard hit quality new energy, tech, biotech, and also US small cap, even if the US enters a recession DCAing makes sense for LT investors. Same same with JP and Europe small cap. XITK, down like ARKK YTD minus negative Cathie Wood lead ball. Just spitting out Thursday thoughts ... [/QUOTE]

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