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Re: Stock scream room

Posted: Thu Dec 27, 2018 8:48 am
by dualstow
I took a look. While I agree with the author that holding stocks long term does not magically alleviate risk and turn them into bonds, it is the only way to fly if you are going to hold stocks at all. I mean I would rather shun equities altogether rather than try to time. How bout you?
Kriegsspiel wrote:
Thu Dec 27, 2018 8:42 am
dualstow wrote:
Wed Dec 26, 2018 3:10 pm
whatchamacallit wrote:
Wed Dec 26, 2018 3:09 pm
Wow. Up 5% today. Great example of reason to never get out of market. Even for a day.
+1. Time in the market not timing the market.
https://web.archive.org/web/20170911171 ... -time.html

Re: Stock scream room

Posted: Thu Dec 27, 2018 9:22 am
by Kriegsspiel
My objective is to have enough assets I don't have to worry about it.

Re: Stock scream room

Posted: Thu Jan 17, 2019 6:35 am
by ochotona
Ned Davis Research, in their monthly outlook, has lowered the stock allocation for their portfolio for risk averse investors to 40%. Normally it's 55%. This is the most cautious they've been since the GFC of 2008.

"On December 20, we reduced our recommended stock allocation by 10% and shifted it to bonds in our balanced account strategy. We have reached the downside extreme of what we would ever recommend for stock allocation, which has ranged from 40% to an upside limit of 70% since first constraining the allocation in 2008."

Re: Stock scream room

Posted: Thu Jan 17, 2019 1:29 pm
by Kriegsspiel
Image

The Buffet Indicator is at 130. My total stock allocation right now is just under 50%.

Re: Stock scream room

Posted: Thu Jan 17, 2019 2:23 pm
by dualstow
Dow is now out of correction territory.