A diversified portfolio should have protection against inflation, interest rate changes, sector concentrations that go hot or cold, and regional / global exposures. To that end, we're following four particular ETF's. So, what is happening with the U.S. dollar, Gold, Oil & Gas, and Financials (and their respective shorts)? Year-to-Date (YTD): U.S. Dollar {very weak} UUP; -10.5% UDN; +09.8% Gold {at or near all time high} GLD; +37.1% GLL; -54.9% Oil {still only a 3rd of it's all time high} DIG; +22.2% DUG: -49.8% Financials {recovering from all time lows} UYG; -05.7% SKF; -76.4% Is the dollar going to continue weakening? Will gold keep climbing? Is this another bubble?