I'm hoping, on the NZX at least, ASR will help me keep up with inflation. It has all the metals covered (industrial metals and precious metals) and a good dollop of oil. Hasn't been great over the last year. I use Vanguard's materials ETF to round out that whole sector and have a number of oil specific ETFs. I'm totally barbelled however and do have Vanguard's Growth ETF. What happens if inflation dies? I don't think it will but seriously who knows?
Jeremy Siegel on CNBC the other day reiterated his view that dividend shares will work well in this environment. I use Kernel's Dividend Aristocrat fund which has worked well. But for the most part I avoid chasing dividends as such. Whole market/total return has worked a lot better for me overall over the last couple of years than my specific dividend plays.
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