Jean Pierre Verster 36One Asset Management
We last spoke to Jean Pierre in January when all was looking ugly, now everything looks all lovely, but is it? And if this is the year that shorting is as important as going long, is this the testing year for DIY investors? We also touch on inflation, commodities and the US economy.
We Get Mail
- I was reading about hedge funds and came across Ray Dalio. He adheres to the all weather portfolio. Basically he says that its all in asset allocation. -55% bonds -30% shares -7.5% gold -7.5% commodities.
- I understand the idea behind an emergency cash fund. But where do I park it?
- I have been contemplating opening an offshore account, but have refrained because of our weak currency and my lack of knowledge about international trading. My question is if it is the right time to take money off shore/open an account? Also which ETF's should one be looking at?
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