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Love It Or Leave It? Investors Are Choosing The Latter
"Love it or leave it," as the old saying goes. Increasingly, investors are choosing the latter.
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Sell, sell, sell. Once that is complete than short Spy and qqq.
Anecdotally, the equity portion of my portfolios, while benchmarked to SP500, are about 25% foreign stocks and that is going up.
I’m 60% fixed and 30% equities. My beta is stable at 60% of the S&P and my income is still rising. Not great but about average for me in times of brush fires. Trump makes us play his version of Lotto to see our future.
For frame of reference, what was that percentage ~6+ months ago?
15% ish
H-Man, methinks the big one is coming and coming down not up. Listing the highlights of POTUS —stemming immigration = A+. Everything after that, yuck.
We are in the lull before the storm and this is going to be a knee knocker. Batten down the hatches!