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Real nice bounce back in Europe today. EWI I bought last week in the play portfolio, when EWG got stopped out with nothing to show for it, had a 2.81% pop.
A well diversified global portfolio did very well today, a departure from the situation for the last 15 months when US equities ruled.
It was actually a risk off in US markets with mostly stocks in major indices gaining. Suspect this is from inflow into US broad index ETFs from money being pulled out of EM indices.
This would be a good time to balance globally in DM allocation if one has become too lopsided with gains in US markets.
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A well diversified global portfolio did very well today, a departure from the situation for the last 15 months when US equities ruled.
It was actually a risk off in US markets with mostly stocks in major indices gaining. Suspect this is from inflow into US broad index ETFs from money being pulled out of EM indices.
This would be a good time to balance globally in DM allocation if one has become too lopsided with gains in US markets.
EM is still shaky.