BOND REPLACEMENT?

4 Key points to keep wealth in the new paradigm shift:

    1. GOLD (IAU or Gold mining companies, GOLD, KL and more)

    2. INFLATION LINKED BONDS (both JAWX and MEGA contains TIP & LTPZ)

    3. Consumer Staples companies

    4. Tech Companies

#1 & 2 are easy. but #3, Consumer Staples companies can replace bond?

XLP is the sector ticker, MEGA contains 6% of the total holdings.

Now think about what humans really need to sustain their life.

    basic 3:   

                1. FOOD

                2. SHELTER

                3. CLOTHING

STOCKS WHAT I THINK IT CAN REPLACE THE BOND

XLP

XLY

(SOURCE: https://finviz.com/map.ashx)

There can be multiple more sectors and it's hard to find the right one. would you just own XLY OR XLP? I wouldn't. too risky and it's holding over 100s of companies.

just like the beginning of the pandemic shut down, 

Jim Cramer: Forget index funds, buy shares in companies 'we can't live without'

it's your call, but here is what I think, and I personally holding

BABA is CCP country's company that is listed on US stock market. It's a tricky call, but I decided to hold very little to replace EMLC.