It’s good to see the stock market trending up after the chaos of the initial Trump tariff actions this year. The S&P 500 today sits up +2.6% from where it started the year.
Still, I’m not quite sure how to read my portfolio. The bond side of our holdings are flat, but the US Dollar – which all of these investments are enumerated in – is down -10.6% for the year.
I presume that means prices for any foreign goods we buy (or products that use foreign components) will be rising in price. We haven’t seen that pressure come through in the inflation rate yet, so I guess we are still winning?
How do factor the changing value of the US dollar into your investment thinking?
Image: Pixabay; Charts: Apple Stocks App
MrFireStation 
I haven’t thought about the dollar’s strength. More concerned about inflation on the goods and services I buy. Also don’t like the Federal Government and the People’s Republic of California’s bad finances. It is a path to financial ruin and puts a target on our backs.
My dividends have been advancing well ahead of inflation. A reduction in interest rates should bump bond funds and dividend payers.
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I’m kind of worried that interest rates are heading up, now down. Maybe I’m the only one. I see the 10 year at 4.4% and 30 year at 4.9%. Those are as high as they have been in 20 years.
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