Stagflation Warning: How To Protect Your Money

I've been looking into TIPS ETFs over the weekend but in Belgium you have to pay 30% on dividends (or profit if you sell the ETF), so in normal years you barely make any profit.

I have some money allocated to Consumer Staples, Utilities and Healthcare which is my main strategy and useful long term.
Last year I put a small amount in commodities which turned out to be perfectly timed haha.
I didn't dare to put in more when it went up like crazy these past few months

Stick half your ISA into CSH2 and invest in an index tracker with the other half. Simples.

Absolutely love you and your channel Ramin! Thank you!

I think far too high an opportunity cost for holding bonds to maturity with inflation ticking up. Even short duration.

My energy bills are up, but my spirits are also up, so let's do this.

My main sipp pension is full in LS8020. Should I look at adding in some commodities to help hedge against any major disruption?

Short term bonds, just not enough short term inflation liked bonds.

Thanks for this Ramin! I invest in a broad commodities fund for this very reason. It isn’t the complete answer to portfolio resilience, but a 10% allocation as you say I think works really well.

I've got another 20 years before retirement so probably going to do nothing with my portfolio i.e. ride it out.

So could you explain the best way to include commodities and gold in your SIPP?

Love the channel Ramin. Retired 3 years ago. i still worry about the cape being so high here in the US. not sure if stagflation will take hold yet. Have a lot in short term treasuries which aren't much better than cash. Yet cannot see pushing higher into stocks right now. Cannot fathom how we are back at record highs.

I’m doing absolutely nothing to my portfolio. Batten down the hatches and ride the storm.

Great video, as always. Thanks, Ramin

Thanks Ramin. Would be interested to hear if you have good tips for commodity ETFs for this type of protection

As always, if you have a balanced portfolio, the best thing to do is doing nothing.
Forget all the noise and keep buying if you can..

01:06 so glad you said that. So often BoE is raising rates because energy supply costs have gone up.

Thank you for informative content and great video. the only bit i don't get is: At the start you report that Gold was the best performing asset in previous stagnation and then don't mention it again when discussing options to protect for the furture.

Such a great community here. Enjoyed today's comments on another pertinent topic Ramin.

You have helped me so much in the last 3-4 yrs of self education of investing and understanding it plus in getting a later in life plan together so thank you,

I was in my twenties during the 70's stagflation period. It wasn't very pleasant. I had no investments, just money in the local bank. I just put my head down and trudged along, like most others. My sphincter tightens up every time I think about this, even now.