Re: FXI - China and market collapse
Rest of main portfolio (excluding some deleveraging from cash sitting around):
26% S&P500
20% Russell 2000
12% VGK - Europe ETF
12% FXI - China ETF
5% Japan ETF
5% Bet on Magna from a while back when you could buy it through the equity at 3.5x EBITDA after all the autos got slammed
10% Big bet on GS after all the financials got slammed, I am slowly selling this off.
5% TOL after the homebuilders traded off hard for the second time
5% HY bond fund
These are rough approximates off the top of my head.
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