Subject: Re: OT: Jeff's portfolio for heckling
My top holding is an Australian miner. Along with lesser amounts of shares in other major foreign mineral (and precious metal) miners, I believe this offers a significant hedge against inflation. It is also a non-US currency hedge.
Thanks for the overview of your large holdings. I also like an Australian miner, namely BHP Group, for many of the same reasons that you like RIO.
Pete