It doesn’t. We sold FXB and PPLT as a risk management mechanism for the overall portfolio (to take profits and raise cash) in light of a coming market correction/crash. They were profitable, so we captured those profits and raised cash.
Do we still have things that benefit from the fall of the dollar? Yes. EWW, LPL, CAJ, E, SLV, XOP, FXY sort of, GDX and XOM. Those aren’t dependent on a falling dollar, but they all benefit from a falling dollar.