GFP: If you have to have equity exposure go into sectors of the market that might benefit from the current inflation and trends. Take XLE for example. I have a nice position in it. It has been as volatile as oil prices but the trend has been steadily higher...and it pays a dividend > 3.5%. Also, energy transport/pipeline plays usually pay a nice dividend and they are trending higher. Like AMLP....it's up over 26% year to date thanks to it's dividend yield of 7.75%
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