Did a Cash -> Stocks partial rebalance. Just enough to get the portfolio back within the bands.

Still haven’t pulled the trigger on the above. Thinking of doing so before EOD but still a bit apprehensive. Anyone else rebalancing into stocks?

After yesterday, looks even more like I should rebalance Cash -> Stocks. I have limited mobility due to 401k restrictions, so that's all the rebalancing I can really do. The investments are mutual funds, so I think I have until the end of the day to decide.

The stock % is based on last night's close. After today closes, I'm thinking I'll be rebalancing cash -> stocks. A little nervous though. Seems like another -5% day tomorrow could be likely.

Kept my kid home from preschool today and for the foreseeable future. Unfortunately my wife is going about her life, business as usual. At any rate, a week from now things will be looking much different, for better or worse.

Echoing others here...it's nice being able to enjoy this beautiful day on the East Coast while others are fretting about what to do as the stock market implodes.

Edited to add:

dualstow wrote: ↑

Fri Feb 28, 2020 10:20 am

Wow, that is a big drop indeed.
Silver is antibacterial, but apparently not antiviral.

A bit light on Gold at the moment. Considering doing my IRA contributions early (I usually wait until the last minute) to get back in range.

Gold!

This ability for a relatively small portfolio component to "punch above its weight" and potentially reach out and shield a much larger portfolio from inflationary losses is both rare and extremely valuable.

http://danielamerman.com/course/a/pgSIXTEENok.html

Good article on the recent yield inversion:

http://danielamerman.com/va/ccc/E1SevenWords.html

Everything's coming up Millhouse today!

This has been my favorite thread of the year. PS returns from silent retreat to proclaim the gospel of 100% equities. For me, what little wealth I have is hard earned and I don’t know if I can do it again. I like having 25% of my wealth outside the system, where the have nots and do naughts can’t to...