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How are you managing your portfolio around the war?
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Date: March 20th, 2026 1:37 PM Author: .,.,.;;,;.,;:,:,,:,.,:,::,..;.,:,.:;.:.,;.:.,:.::, (http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2\u0026mark_id=5310690#49757680) |
Date: March 20th, 2026 1:37 PM Author: UhOh 100% sgov, waiting for a 50% crash in gold and i'll switch over. (http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2\u0026mark_id=5310690#49757682) |
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Date: March 20th, 2026 2:48 PM Author: .,.,.;;,;.,;:,:,,:,.,:,::,..;.,:,.:;.:.,;.:.,:.::, you're literally all cash? (http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2\u0026mark_id=5310690#49757904) |
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Date: March 20th, 2026 3:03 PM Author: UhOh yeah. this feels like a covid situation and i don't want to be anywhere near it. you could very easily be down 50% in a few months here.
but i'm a trader, so it's not uncommon for me to be in all cash from time to time. if you're a 401kmo i guess you just keep making your regular contributions. |
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Date: March 20th, 2026 3:12 PM Author: .,.,.;;,;.,;:,:,,:,.,:,::,..;.,:,.:;.:.,;.:.,:.::, i think it can get worse particularly with it aligning with tech layoffs. but covid world-shutdown circumstances would take a lot to get to. (http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2\u0026mark_id=5310690#49757964) |
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Date: March 20th, 2026 3:15 PM Author: UhOh i don't mean shutdown, i mean market devastation. sustained higher energy costs will cannibalize everything. (http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2\u0026mark_id=5310690#49757968) |
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Date: March 20th, 2026 3:31 PM Author: .,.,.;;,;.,;:,:,,:,.,:,::,..;.,:,.:;.:.,;.:.,:.::, i think there will be an aggressive fed put especially under the new chair but if we get to that point it means we're going lower first (http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2\u0026mark_id=5310690#49758023) |
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Date: March 20th, 2026 3:47 PM Author: .,.,.;;,;.,;:,:,,:,.,:,::,..;.,:,.:;.:.,;.:.,:.::, i also wouldn't discount that iran and the US cut a deal, trump doesn't want this and iran can last only so long, and even bibi is saying iran military capabilities are severely degraded which is what the israel and the US want to signal to justify ending this. if US agrees to a hormuz toll or sanctions relief to repoen hormuz markets will rebound hard. (http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2\u0026mark_id=5310690#49758074) |
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Date: March 20th, 2026 4:00 PM Author: UhOh definitely a possibility but i'm much more concerned with the downside. it's easier to jump on the upswing than to get caught in the sell off. (http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2\u0026mark_id=5310690#49758108) |
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Date: March 20th, 2026 3:17 PM Author: dupa something like a world war, energy crisis and global recession? (http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2\u0026mark_id=5310690#49757971) |
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Date: March 20th, 2026 2:53 PM Author: logged in poaster I don't know what to do anymore
I no longer think the markets are rational and I'm not confident in my ability to predict or understand them |
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Date: March 20th, 2026 2:59 PM Author: Gay Grandpa Markets are inherently unpredictable or else or else people with higher iq would have an investment edge. But they do not. (http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2\u0026mark_id=5310690#49757942) |
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Date: March 20th, 2026 3:32 PM Author: logged in poaster People always say that but it's not true. Stupid people definitely underperform compared to smart people
What's true is that past a reasonable level of intelligence, additional intelligence doesn't give you an increased return
Anyways I'm 69 IQ anyway but that's still smart enough to have the self awareness to admit that I no longer feel like I can predict economic changes with any degree of accuracy beyond that of a stupid person |
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Date: March 20th, 2026 4:00 PM Author: Gay Grandpa Idiots lose money due to panic selling, not poor predictive powers. Minus that from the equation, and all stock-pickers are destroyed by the market equally over time. |
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Date: March 20th, 2026 3:20 PM Author: :-P (gunneratttt) actively managing my portfolio has never worked. even when i outperform the market it's not enough to justify the effort. now i just automatically allocate to funds and let do. (http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2\u0026mark_id=5310690#49757981) |
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Date: March 20th, 2026 3:53 PM Author: ...,....,,........ (http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2\u0026mark_id=5310690#49758092) |
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Date: March 20th, 2026 4:00 PM Author: Gay Grandpa (http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2\u0026mark_id=5310690#49758111) |
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Date: March 20th, 2026 3:23 PM Author: ,.,..,.,..,.,.,.,..,.,..,..,.,.,,..,.,,. 60% cash (http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2\u0026mark_id=5310690#49757993) |
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Date: March 20th, 2026 3:29 PM Author: lib quotemo = literally WLMAS = dumb nigger Post removed by moderator for violating The Law of The Land. (http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2\u0026mark_id=5310690#49758014) |
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Date: March 20th, 2026 4:10 PM Author: JJC (retired) DCA into boring ETFs and Berkshire Hathaway (http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2\u0026mark_id=5310690#49758143) |
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Date: March 20th, 2026 4:31 PM Author: chefboy rd berkshire is dead without munger and will be even deader without buffett (http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2\u0026mark_id=5310690#49758190) |