Here is an interesting diversified portfolio strategy. One benefit of my business is getting to meet with and enjoy sharing ideas with numerous, very smart, investors. I consult with several of these investors on a regular basis. Meeting with two of my Danish advisers. Sharing global investment information is fun and of great value. Some of these very [...] [Read Diversified Portfolio]

Posted on 16 March 2010.

Jyske Global Asset Management is offering a new portfolio. Investing in the playground of currencies is like trying to choose the rising end of the teeter totter, when all the teeter totters are going down a slide. Since the yen is up and the euro low, for the moment.  I am still betting on the dollar’s fall… [...] [Read New Jyske Portfolio]

Posted on 08 March 2010.

Risk grow in multi currency portfolios due to rising government expenditure. Jyske Global Asset Manager’s latest Market Update show how fast the world’s love affair for a currency (the euro) can end when it wrote: The tragedy of the Greek budget deficit has now entered the 3rd act. What began as one nations budget deficit and its [...] [Read Greek Tragedy]

Posted on 05 February 2010.

Here is a good question to my comment:  “Plus 75% of my portfolio is in real estate. all denominated in US dollars”. A reader asked:  Gary—Does the fact that Ecuador real estate is also dollar based have anything to do with your current sales of your Ecuador real estate? And what would be the prospects [...] [Read Multi Currency Real Estate Question]

Posted on 02 February 2010.

Markets have shifted back into risk aversion mode and the last two updates have looked at increased market risks. Yesterday’s update reviewed current values in major markets. Here we look at an emerging markets value analysis by Michael Keppler. If you are a new multi currency subscriber learn about Keppler Asset management here. Keppler says: Emerging Markets equities finished [...] [Read January 2010 Emerging Market Values]

Posted on 26 January 2010.

A recent multi currency update Economic Collapse looked at how there is growing risk and  chance of economic collapse. Every investment adviser I work with is nervous… the stock market rose dramatically in 2009… perhaps beyond good value. Investors must protect themselves now and one way to do so… if you have time to let the fundamentals [...] [Read Fight Economic Collapse With Value]

Posted on 25 January 2010.

Here is a good question from a reader. Q: Hi Gary: I read your latest multi currency update and am curious why you haven’t move a portion of your portfolio into dollar denominated investments with the strong possibility of a short term dollar rally. Thanks” Quick A: That is a really good question… I’ll share. The basic two [...] [Read Multi Currency Q&A]

Posted on 20 January 2010.

This message is about risk and the chances of economic collapse. Every investment adviser I work with is nervous… due to the massive debt that has been created in the last recession…  without a lot to show for the spending. For example… an article in the telegraph entitled “Société Générale tells clients how to prepare for potential [...] [Read Economic Collapse]

Posted on 19 January 2010.

My portfolio breakdowns are below. The position pretty well ends up a year long shift Please send questions. I’ll answer them here without disclosing IDs. Asset Positions   Percent of portfolio Deposit Pounds  1.3 Deposit Euro  4.3 Mexican Deposit  1.2 JI Emerging Local Bonds EUR  1.7 JI Emergin Market Bonds EUR  1.6 Mexican Gvt Bonos  1.1 Bombardier Inc.    EUR 1.8 Rabobank, Nederland    NOK  2.9 European Investment Bk    AUD  [...] [Read Portfoilo Allocations 1-2010]

Posted on 14 January 2010.

This last month I sold three investments and added seven new bonds in my portfolio. Last October (2009), my portfolio breakdown was: Equities Jyske Invest  Turkey Equity Fund          TRY-EUR        1% Jyske Invest  European Equity                EUR-            2% Jyske Bank Share                                   DKK          2% Bank of Florida                                        US$          1% Total Equity Position                                              6% Emerging Bonds Jyske Invest Emerg [...] [Read Portfolio Allocation Update 2010 #1]

Posted on 08 January 2010.