The relationship between portfolio adjustment and the euro's exchange rate is complicated.

ECONOMIST: The international euro | The

In effect, he sees some market share shifts ahead from Intel to ARM, and suggests your portfolio reflect a similar adjustment.

FORBES: Swap Into ARM Shares From Intel, BMO Capital Advises

Tishman Speyer, one of the country's largest real-estate companies with about 51 million square feet in its U.S. office portfolio, slashed its rents in New York by 50% from 2007, an adjustment that brokers say happened marketwide.

WSJ: Rents Signal Rise of D.C., Fall of N.Y.