iShares TIPS Bond E.T.F. (TIP)

If Trump wants to increase deficits and interest rates fall, this tends to move up faster. Not correlated to the stock market, so good for diversification. Yield of 2.1%

(A Top Pick Jan 29/18, Up 7.5%) For people that have FI in their portfolios he has 5% in inflation protected bonds.

(A Top Pick June 28/16. Down 0.62%.) This is flat, but flat is good in the fixed income world. This is really a play on inflation expectations. Rather than buying long-term government treasuries where you would have lost a lot of money, he has made more of a bet on inflation coming back. He exited this trade and has gone for more direct trades that you can get through derivatives and OTC type instruments to get Long shorter term inflation.

(A Top Pick June 28/16. Up 1.11%.) He wants to own Treasury Inflation Protected Security, mostly because at some point inflation is going to have to come up. Every banker in the world is working on this problem. Maybe at some point they will get it right.

These are inflation protected securities. Thinks that CPI is going to continue to bump up. Expects the core PCE (?) in the US to be fully through 2% this year. A safer bet with less capital risk.