I agree. Let the dividends support your lifestyle.
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Not there yet clown . 
Right is the 9 to 9.
May 25, 2021 7:00 am ET
Bonds have served as stocks’ wingman for decades, providing protection from corrections as well as stable income. That worked while the Federal Reserve’s focus was on low and stable inflation. But now its monetary policy aims to lift inflation and maximize employment, which means a regime change for investors.
Specifically, the traditional portfolio mix of 60% equities and 40% fixed-income securities requires a rethink in a period of rising inflation, as we’ve discussed before. No longer can bond yields be reliably expected to drop (and bond prices to rise) when interest rates are historically low and inflation is moving higher.
Better hedges for stocks than bonds now are inflation hedges, according to Bank of America rates strategists Meghan Swiber and Bruno Braizinha. Looking back at the record since 1990, Treasuries provided excellent diversification for a stock portfolio while inflation ran below 2%, they write. But when inflation runs hotter, as it is now, Treasury inflation-protected securities and commodities were better diversifiers.
The focus on inflation has meant stock and bond prices move together, rather than counter to each other as in the past, which has significant implications for asset allocation, according to a tracking report from Deutsche Bank.
As a result, flows into TIPS sector funds are running at the strongest pace since 2018, attracting a net inflow of over $30 billion in that span after having been negative a year ago. Similar strong inflows were seen into materials and energy funds, benefiting from a boost in prices in those sectors. Financials also were seen as an inflation beneficiary from the rise in intermediate- and longer-term interest rates. A more upwardly sloping yield curve typically is a plus for banks and other financial institutions.
TIPS breakeven rates (the inflation compensation, derived from the difference between the nominal yield on a Treasury note and the real yield on corresponding TIPS maturity) are around 2.5%, the high end of their historic bands, Deutsche Bank points out. And internet searches for “inflation” and “hyperinflation” also are running at record highs, the report adds.
During periods when inflation surprises on the upside by 1% or more, investments such as commodities, gold, and equities of resource producers have performed best, according to a report from Glenmede Trust, making ‘real assets’ the best protection against such inflation risks, it adds.
Real estate investment trusts also offer attractive valuations. Glenmede’s proprietary model puts large-capitalization U.S. stocks in the 92nd percentile of longer-term value, suggesting low future returns. Global real estate, by comparison, is placed at a more reasonable 60th percentile, “suggesting there are opportunities to had there for investors seeking relative bargains in the marketplace.
REITs tend to perform well when TIPS breakevens are 2.5% or higher as a result of their claim on real assets in the trust. The Glenmede note also notes the real-estate sector appears to be relatively insulated from a key portion of the Biden administration’s tax proposals, a doubling of the rate applied to GILTI (global intangible low-taxed income.) REITs typically invest domestically and in physical structures, such as buildings, rather than intangible assets.
As for other alternative assets, Glenmede strongly prefers gold as a store of value over cryptocurrencies such as Bitcoin, which suffered another swoon this past weekend. Since 2010, the S&P 500 has gone through 10 trading days with declines of 5% or more while gold has suffered just one such hit. Bitcoin, has gone through 455 trading days of 5% drops in the past 11 years, it noted.
“Gold has a more clear, time-tested track record of providing an inflation hedge, particularly since it acts as a medium of exchange, a productive commodity (as used in some electronics) and is an end good with consistent demand (e.g., jewelry.) Investors concerned about a material spike in inflation should consider gold as part of their investment tool kit,” Glenmede concludes.
But traders might want to cash in some short-term gains as the SPDR Gold Shares exchange-traded fund (ticker: GLD) runs into resistance in the high-$170 range, advises Woody Dorsey, who heads the Market Semiotics advisory in Castleton, Vt. “Look to take profits and wait until August to buy,” he writes to client note.
The seasonal pattern for gold is weak, according to a report from Renaissance Macro Advisors. June has been a negative month on average since 1975, while July has had a median return of a bit more than 0.5%. August and September are seasonally the best months, according to this tally, which would jibe with Dorsey’s recommendation.
That’s a short-term trading call, however. For longer-term investors, hedging inflation risks is the clear portfolio
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My son owns that one. I drove by a theatre yesterday and they are showing in house films again. HODL!!!
At 17.5 again. That’s where I sold like 20% of my positions. Glad I did hodl the rest. Let’s see if we can get to outer space finally.
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It’s unfolding again. All the memes again. So entertaining. Ha ha.
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Omg, could this be…
The MOASS!!!
AMC almost reaching 30
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My kid won’t sell. “It’s fun to watch it go up.”
Sigh…
I sold some at 22 and 23… 
Last time it fell like a brick.
Next out at 30.
No shame in taking bits of profit
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Listened to a guy on Youtube talking about AMC going to 500,000, no sh*t.
It might rise a little higher still, but I doubt it will go much higher than 35.
The problem is, and always will be, you drive the price up like that, insiders will start selling first when the fruit is ripe, all the late-comers will lose their money when the apple drops.
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That AMC is a good ride up and down though. Let me know when it busts again lol…I think I’ll put a bit in dogecoin cos it usually follows on next
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HOw IS the doge these days? Oddly, I can’t even FIND doge on my TDAmeritrade account. wth? nvm:
Binance, is a leading cryptocurrency exchange that supports the purchase of over 200 cryptocurrencies. The exchange has been around since 2017, is supported worldwide and allows users to buy Doge with a variety of traditional currencies and payment methods.May 4, 2021
AMC is up again 22% in premarket. I’m begging my kid to put in a trailing stop.
Or check out CTRM. Up 881%
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I wanted to sell some at 30, mmh let’s try 35, than 50, 200, and 500… Thousand!
The temptation on both sides to go short and long must be really high at this point. It’s a casino, that’s what it is.
No stopping the rocket, 35, 36, almost 37
Well, that’s interesting.
Holy F, AMC up 50%, this is different from last time.
Sky is not the limit…
That’s after hours. Well see if it holds.
My kid is happy. He owns BB as well.
Those shenanigans…
The difference this time around might be the knowledge gained by the retailors since the last time, hence less paper hands. Also, more percentage of stocks in the hands of small investors. Also, Robinhood and other brokers will think twice before limiting buying like they did last time. This is really fascinating to watch.
I can now see it go into the hundreds, but not the thousands, that would be insane, and surely the government would somehow interfere before that happens.
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