Jul 21 2021, 04:28 PM
QUOTE(Oklahoma @ Jul 21 2021, 04:14 PM)
freddy posted an article explaining it. because australia is a commodities exporting country
https://www.stashaway.my/r/economy-inflatio...ReoptimisationA
"Maintained (or increased) exposure to China Tech
China’s economy is growing again. And, it has a 5-year tech timeline that includes the development of semiconductors, servers, cloud computing, and 5G networks. This long-term view makes China’s recent antitrust measures a mere blip on the country’s clear trajectory to becoming a global tech superpower. Over the next decade, China will continue to invest heavily in technological innovations.
Our investment algorithm is designed to invest in asset classes with substantial growth potential over the medium and long term, and so most of our portfolios’ allocation to China Tech has stayed the same or has even increased. If China Tech underperforms in the short term, investors should see being able to invest at low prices as an opportunity.
Broader protection against inflation
We’ve maintained our portfolios’ previous level of protection against the dilution of fiat money with Gold. But now, we’ve also broadened our inflation-protection assets beyond just Gold.
Specifically, we’ve increased our allocation to assets that can both seize the growth opportunities in the new economic regime and maintain inflation protection. For US assets, we’re making new equity allocations to Consumer Staples and Energy. We’re also making new allocations to US REITs. Internationally, we slightly increased our allocations to Emerging Market bonds, and made new equity allocations to commodity-exporting countries, such as Australia.
To minimise the dilutive impact on fixed income-like assets in our lowest-risk portfolios, our system has focused on enhancing inflation protection for these lower-risk portfolios. "
Hmm but Australia not even top 5 of commodities countrieshttps://www.stashaway.my/r/economy-inflatio...ReoptimisationA
"Maintained (or increased) exposure to China Tech
China’s economy is growing again. And, it has a 5-year tech timeline that includes the development of semiconductors, servers, cloud computing, and 5G networks. This long-term view makes China’s recent antitrust measures a mere blip on the country’s clear trajectory to becoming a global tech superpower. Over the next decade, China will continue to invest heavily in technological innovations.
Our investment algorithm is designed to invest in asset classes with substantial growth potential over the medium and long term, and so most of our portfolios’ allocation to China Tech has stayed the same or has even increased. If China Tech underperforms in the short term, investors should see being able to invest at low prices as an opportunity.
Broader protection against inflation
We’ve maintained our portfolios’ previous level of protection against the dilution of fiat money with Gold. But now, we’ve also broadened our inflation-protection assets beyond just Gold.
Specifically, we’ve increased our allocation to assets that can both seize the growth opportunities in the new economic regime and maintain inflation protection. For US assets, we’re making new equity allocations to Consumer Staples and Energy. We’re also making new allocations to US REITs. Internationally, we slightly increased our allocations to Emerging Market bonds, and made new equity allocations to commodity-exporting countries, such as Australia.
To minimise the dilutive impact on fixed income-like assets in our lowest-risk portfolios, our system has focused on enhancing inflation protection for these lower-risk portfolios. "
https://trendeconomy.com/data/commodity_h2/TOTAL
Oh well, who am I to question SA robo.
Interesting to see how well with the Australia etf perform
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