10/7 So the value of my aggregate retirement accounts is at an all
time high. How are the rest of you doing, did you ride out the market?
\_ I haven't checked after this week's activity yet, but I'm probably
down about 20% from my peak. Still happy with pretty much
everything I own. -tom
\_ I am about the same, A little over 20% down from my peak,
However, I am not happy with everything I own. Tom, what
are you holding these days? Any inflation hedges? -crebbs
\_ I've put a fair amount of money into overseas stocks;
doing quite well with EWZ (Brazil index). That's a dollar
inflation hedge, though not a world inflation hedge.
HRP has been doing very well, and my long-term big holdings
as well (AAPL, AMZN, GOOG). I really haven't bought or
sold anything of significance. -tom
\_ Yeah I have some CH (chile) which has done o.k. for similar
reasoning to your EWZ. I foolishly sold my HRP. -crebbs
\_ Just checked: I'm down about 19%. -tom
\_ You know that EWZ is 23% PBR and 15% VALE, right? -ausman |