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How are you managing your portfolio around the war?

...
.,.,.;;,;.,;:,:,,:,.,:,::,..;.,:,.:;.:.,;.:.,:.::,
  03/20/26
100% sgov, waiting for a 50% crash in gold and i'll switch o...
UhOh
  03/20/26
you're literally all cash?
.,.,.;;,;.,;:,:,,:,.,:,::,..;.,:,.:;.:.,;.:.,:.::,
  03/20/26
yeah. this feels like a covid situation and i don't want to ...
UhOh
  03/20/26
i think it can get worse particularly with it aligning with ...
.,.,.;;,;.,;:,:,,:,.,:,::,..;.,:,.:;.:.,;.:.,:.::,
  03/20/26
i don't mean shutdown, i mean market devastation. sustained ...
UhOh
  03/20/26
i think there will be an aggressive fed put especially under...
.,.,.;;,;.,;:,:,,:,.,:,::,..;.,:,.:;.:.,;.:.,:.::,
  03/20/26
i also wouldn't discount that iran and the US cut a deal, tr...
.,.,.;;,;.,;:,:,,:,.,:,::,..;.,:,.:;.:.,;.:.,:.::,
  03/20/26
definitely a possibility but i'm much more concerned with th...
UhOh
  03/20/26
something like a world war, energy crisis and global recessi...
dupa
  03/20/26
I don't know what to do anymore I no longer think the mar...
logged in poaster
  03/20/26
Markets are inherently unpredictable or else or else people ...
Gay Grandpa
  03/20/26
People always say that but it's not true. Stupid people defi...
logged in poaster
  03/20/26
Idiots lose money due to panic selling, not poor predictive ...
Gay Grandpa
  03/20/26
actively managing my portfolio has never worked. even when i...
:-P
  03/20/26
...
...,....,,........
  03/20/26
...
Gay Grandpa
  03/20/26
60% cash
,.,..,.,..,.,.,.,..,.,..,..,.,.,,..,.,,.
  03/20/26
...
lib quotemo = literally WLMAS = dumb nigger
  03/20/26
DCA into boring ETFs and Berkshire Hathaway
JJC (retired)
  03/20/26
berkshire is dead without munger and will be even deader wit...
chefboy rd
  03/20/26
DUST ETF Its short oil and short gold simultaneously
,,,,,,,,,,,.,,,,,,,,,,,,,,,.../.,,
  03/20/26
i already had a bunch of lng stuff just waiting for this mom...
tancredi marchiolo
  03/20/26
Just buying VTI and VXUS every week, like usual
......,,,,,,........,
  03/20/26
My brokerage account is just sitting and getting wrecked wee...
.,.,...,..,.,..:,,:,......,;:.,.:..:.,:,::,.
  03/20/26
Sacrificing shekels on the Iran alter of Jewish Moloch
Trust If Aryan
  03/20/26


Poast new message in this thread



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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=5310751#49757680)



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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=5310751#49757682)



Reply Favorite

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=5310751#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.

(http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2\u0026mark_id=5310751#49757945)



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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=5310751#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=5310751#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=5310751#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=5310751#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=5310751#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=5310751#49757971)



Reply Favorite

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

(http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2\u0026mark_id=5310751#49757922)



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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=5310751#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

(http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2\u0026mark_id=5310751#49758028)



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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.

(http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2\u0026mark_id=5310751#49758109)



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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=5310751#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=5310751#49758092)



Reply Favorite

Date: March 20th, 2026 4:00 PM
Author: Gay Grandpa



(http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2\u0026mark_id=5310751#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=5310751#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=5310751#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=5310751#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=5310751#49758190)



Reply Favorite

Date: March 20th, 2026 4:33 PM
Author: ,,,,,,,,,,,.,,,,,,,,,,,,,,,.../.,,


DUST ETF

Its short oil and short gold simultaneously

(http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2\u0026mark_id=5310751#49758192)



Reply Favorite

Date: March 20th, 2026 4:33 PM
Author: tancredi marchiolo

i already had a bunch of lng stuff just waiting for this moment

sold some and got 400k after tax, but boy is there a lot more where that came from, waiting for it to go up more and will sell in batches

(http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2\u0026mark_id=5310751#49758193)



Reply Favorite

Date: March 20th, 2026 5:46 PM
Author: ......,,,,,,........,

Just buying VTI and VXUS every week, like usual

(http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2\u0026mark_id=5310751#49758345)



Reply Favorite

Date: March 20th, 2026 5:48 PM
Author: .,.,...,..,.,..:,,:,......,;:.,.:..:.,:,::,.


My brokerage account is just sitting and getting wrecked weekly. I don't want to miss the rally but it could get a lot worse. Fuck Trump

(http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2\u0026mark_id=5310751#49758359)



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Date: March 20th, 2026 6:05 PM
Author: Trust If Aryan

Sacrificing shekels on the Iran alter of Jewish Moloch

(http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2\u0026mark_id=5310751#49758392)