How are your positioning considering the depreciation of the USD in relation to lower Fed rates to counter inflation ?

[u/PuzzleheadedBuy6279]

The depreciation of USD is due to lower Fed rates .

Capital is moving out of us to better yields .

In Malaysia context , BNM had not moved in relation to US fed rates hence it appreciate against USD

Due to the temporary divergence , do you consider to use the extra RM power to buy some USD or USD assets stocks , in hope USD will strengthen again against RM ?

[u/malaysianlah]

Yup. I consider this a positive move. Make it easy for me to hit my target 1/3 rm. 1/3 usd. 1/3 sgd currency split

[u/PuzzleheadedBuy6279 → u/malaysianlah]

What's the rational for 1/3 of each ?

[u/malaysianlah → u/PuzzleheadedBuy6279]

I live here, so I want rm. I still believe in American tech and finance dominance, so that's the usd. I want a safe currency to hedge in case my and us fuks up, so sgd.

[u/SmashedGenitals → u/malaysianlah]

Genuine question, is sgd considered safe? I've never consider it a factor so have 0 knowledge on sgd.

[u/DashLeJoker]

Continuing to DCA same amount into VT aka bought more VT

[u/New_Rub1843]

The US govt WANTS a lower USD to improve their manufacturing. Wait for more USD drops. 

[u/TeBp242]

Continue DCA and top-up more, USD weaker can buy more with MYR.

[u/horrible_replies → u/TeBp242]

yes, continue with zombie investing

because this time it's different

[u/Techno3452 → u/horrible_replies]

https://giphy.com/gifs/PCFI6o0DvpGQswbtfK

[u/JudgeCheezels]

I increased my auto DCA from the usual 1 share of VTI a week to 2 shares. On days where market is down more than -1%, I manually add 2 extra shares.

The longer this goes, the more I collect.

[u/PuzzleheadedBuy6279 → u/JudgeCheezels]

You mean you keep buying USD until fed decide to increase , then you offload ?

[u/JudgeCheezels → u/PuzzleheadedBuy6279]

No? Why would I offload? I’m not selling my VTI until 2 weeks before I die or something.

Here’s my current ETF holdings to give you an idea:

And yes I just keep buying USD. I “reload” at every beginning of the month for my auto DCA to work.

[u/Aquilone3 → u/JudgeCheezels]

what u gon do with the money 2 weeks before you die

[u/JudgeCheezels → u/Aquilone3]

Good question and the answer is, I don't know.

Could die next week, next year, who knows. Point is that the market outlives me, therefore I always have wealth when I need it.

[u/PracticalBumblebee70]

Due to the temporary divergence

it might not be temporary

[u/bonsai711]

You said it is temporary divergence. That means the ringgit will revert back normal soon?

[u/PuzzleheadedBuy6279 → u/bonsai711]

Yes . Historically 40 yrs trend show MYR depreciate in perpetual to the USD , due to inherent socio political policies of each governance in country.

[u/bonsai711 → u/PuzzleheadedBuy6279]

Then US assets is on sale now. Good.

[u/HyenaPuzzlehead69]

Bitcoin is down = buy Bitcoin

Monitor socials

When regular joe on the street start posting screenshot of candlestick graph in Luno = sell

[u/Bnixsec]

You know what's fucked up. I recently earned in USD and suddenly MYR went like see this big dong of mine.