How Much USD Assets Should You Hold? — A Practical Portfolio Allocation Strategy

Read in Korean → 한국어로 읽기 In the past,it was often enough to think about assets only in local currency terms. But today,even if the asset is the same,its real value can change depending onwhich currency it is held in. This shift is becoming more visible over time. In this environment,USD-denominated assets are no longer … Read more

Investment Strategy in a Weak Currency Era — How Exchange Rates Impact Assets and What to Do

A financial illustration showing the rising dominance of the US dollar compared to the declining value of the Korean won, represented by a balance scale with dollar growth and won depreciation alongside global market charts.

Read in Korean → 한국어로 읽기 Looking at recent exchange rate movements,it no longer feels like short-term volatility. 👉 It feels like a long-term trend is forming. In the past, currency changes were seen as temporary news.But now, they are starting to look like a structural shift. This is not just about: 👉 It is … Read more

Reducing Exchange Rate Risk Through Asset Structure

Reducing Exchange Rate Risk Through Asset Structure

Read in Korean → 한국어로 읽기 How to Move Beyond a KRW-Centered Portfolio Most people think of exchange rates as a question of“Will it go up or down?” But for those who hold assets over the long term,exchange rates are less about predictionand much more about structure. Especially when your income, debt, and assets are … Read more