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I plan to stay diversified but I have gone conservative this year going from 80/20 stocks and fixed income to 65/35 at the moment. If the situation gets dire I may shift more to fixed.
Couldn't read the article. It says not available. But I'm sitting here at about 90% in cash for the last couple weeks, all because I'm in the middle of a 401k to IRA roll-over. Perfect time for me if the market decides to correct. I've been conservative at about 40-50% equities the last couple years.
I have my new fund portfolio set up on paper and I plan to invest again with an aim of 50-60% equities by October with a tilt towards balance/allocation fund managers and large caps. I'll sprinkle in maybe end-of- (bull market) cycle sectors like technology and energy for alpha.
@MikeM, I wish Bill Gross spent more time managing Pimco' funds instead being a spoke person. His view has became less relevant in my investing world.
Good luck with your rollover IRA and the new position. Having a detailed plan is so important for the execution. Let's hope this geopolitical conflicts resolve positively . Certainly this offers great opportunity for your entry points.
Comments
I have my new fund portfolio set up on paper and I plan to invest again with an aim of 50-60% equities by October with a tilt towards balance/allocation fund managers and large caps. I'll sprinkle in maybe end-of- (bull market) cycle sectors like technology and energy for alpha.
Good luck with your rollover IRA and the new position. Having a detailed plan is so important for the execution. Let's hope this geopolitical conflicts resolve positively . Certainly this offers great opportunity for your entry points.