bodhisattva

newsuper Wrote:
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> Why would you? Presumably if you're on a CFA
> exam-related forum, you would know something about
> diversification.
>
> A concentrated portfolio is one thing, an entire
> portfolio of commodity equities and/or Chinese
> equities is pretty dense.


What if you think the dollar will eventually be worthless? It makes sense to have strong, very strong exposure to overseas markets like China.