So, back in April before Trump enacted his tariffs under “Liberation Day”, I decided to hedge my bets. I took 50% of my portfolio and moved it into a conservative allocation while letting the other 50% ride in 100% equities. Now I find myself regretting that decision considering how well the market has done. If I move things back to equities right now be buying at a high, while exposing myself to potential correction. However, if the market continues to rise I’ll be missing out on even more gains. I feel the only option is to wait until a downturn occurs, and then deploy my reserves, thus benefiting from a form of dollar cost averaging. Any thoughts on this, or other suggestions?
The Market Screwed Me Up!
- Thread starter drlove
- Start date
IMO the market didn't screw you up. The market does what it does. Its you who screwed up.
Buy and hold quality companies. Leave it at that. Easy peasy
Best of luck to you
IMO you did the right thing. With the uncertainty over the past year, putting 100% in the market is as stupid as putting 100% in fixed income. I did approximately the same: left 70% in the market and put 30% in cash and I still think it was the right thing to do. I will not touch my risk-free investment but put new money in the market gradually as they arrives. The only way for me to move a part of my cash to equity is if the money will become dirt cheap again, but I doubt it will happen.
I can tell you a sure thing about the stock market, there are no sure things about the stock market. It is what you do and when you do it that makes the difference. It is about winning more than you lose. With your losses and gains, you come out with more than you go in with. While I do have some reserve in Buy and Hold, I make most of my money on daily Buy and Sell.
Remember the golden rule - He who has the gold, makes the rules.
China has bought up a lot of gold to create a reserve currency to compete with the American dollar. Will gold keep increasing in value? Will there be a gold bubble that will burst? If I was responsible for buying gold for China, I would buy a million ounces, and then flood the market with 100,000 to cool the market so I could buy another million ounces. It does not benefit China, the United States, Switzerland or any big gold holder to buy up all the gold and keep prices sky high. Gold must be churned and kept in circulation. Personally, I make my gold money in gold stocks. Gold might take off this week.
Oct 28
Gold 3960.
ASE 2.04
FFM 1.53
Mux 26.67
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It does benefit the United States tremendously for gold prices to explode
to astronomical level like $30,000--$70,000 and remain in that range for
the next decade. That would enable the U.S. to continue raising debt backed
by promise of payment in gold. Of course we don't know for sure if that
8,000+ metric tons of central bank gold reserve actually exists.
In 1923, the German mark was 4.2 Marks to the American dollar. An ounce of gold was$20.67 U.S. dollars. By the end of the year when hyper inflation hit an ounce of gold would have cost 87 trillion paper marks. Should the price of gold even triple, the world would be in a similar predicament. Long before the price of gold triples, the governments of the world would hopefully take measure to elevate the crisis.
God forbid, if we were to go into Mad Max dystopian world, I would have to strap on my Browning 9mm. High Power. wear a bandoleer.
speed through the streets blasting cacklers and mowing down a dozen U-men just to get some food.
No one knows how things will unfold with Trump in office.
I am 100% in equities, but half is in conservative etfs:
Brkb
Vtv
VCE
VEA
20% in UNH
13 % Google
5% Microsoft
13% in ASML, Nflx, nvda, amazon, joby
I am 100% in equities, but half is in conservative etfs:
Brkb
Vtv
VCE
VEA
20% in UNH
13 % Google
5% Microsoft
13% in ASML, Nflx, nvda, amazon, joby
