Subject: Re: OT, out
Thanks for sharing your move here Jim. You are certainly not messing around there.

I presume currency risk is a large factor in your decision? That is particularly interesting to me, as I also do not reside in the "home of capitalism".

May I ask a question. I notice Buffett hedges any foreign equity investments he makes. If he was in my position (a UK based investor with currently about a third of his retirement portfolio in US equities and no currency hedging), would he consider that poor risk management?

Looking forward to hearing more about your US pivot.

Currency Allocation:
GBP 59%
USD 32%
Yuan 6%
SEK 3%
Total 100%

Investment allocation:
Investment property 45%
Equities 49%
Cash 6%
Total 100%

PS - if you are looking to buy non US equities, Greggs PLC here in the UK looks attractive and low risk currently...(I also like: The Sage Group PLC and Rightmove PLC but not at current prices.)