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How are you managing your portfolio around the war?

...
excitant pervert abode
  03/20/26
100% sgov, waiting for a 50% crash in gold and i'll switch o...
irradiated trump supporter parlour
  03/20/26
you're literally all cash?
excitant pervert abode
  03/20/26
yeah. this feels like a covid situation and i don't want to ...
irradiated trump supporter parlour
  03/20/26
i think it can get worse particularly with it aligning with ...
excitant pervert abode
  03/20/26
i don't mean shutdown, i mean market devastation. sustained ...
irradiated trump supporter parlour
  03/20/26
i think there will be an aggressive fed put especially under...
excitant pervert abode
  03/20/26
i also wouldn't discount that iran and the US cut a deal, tr...
excitant pervert abode
  03/20/26
definitely a possibility but i'm much more concerned with th...
irradiated trump supporter parlour
  03/20/26
something like a world war, energy crisis and global recessi...
diverse half-breed
  03/20/26
I don't know what to do anymore I no longer think the mar...
Lemon selfie ticket booth
  03/20/26
Markets are inherently unpredictable or else or else people ...
Fighting puce space crotch
  03/20/26
People always say that but it's not true. Stupid people defi...
Lemon selfie ticket booth
  03/20/26
Idiots lose money due to panic selling, not poor predictive ...
Fighting puce space crotch
  03/20/26
actively managing my portfolio has never worked. even when i...
citrine tripping temple
  03/20/26
...
Floppy navy stage
  03/20/26
...
Fighting puce space crotch
  03/20/26
60% cash
opaque idiot goyim
  03/20/26
...
peach bawdyhouse
  03/20/26
DCA into boring ETFs and Berkshire Hathaway
orange magical double fault stead
  03/20/26
berkshire is dead without munger and will be even deader wit...
aphrodisiac copper hunting ground
  03/20/26
DUST ETF Its short oil and short gold simultaneously
nofapping arousing water buffalo
  03/20/26
...
Brilliant irate state
  03/20/26
Just buying VTI and VXUS every week, like usual
Histrionic high-end volcanic crater milk
  03/20/26
My brokerage account is just sitting and getting wrecked wee...
Gaped fishy international law enforcement agency really tough guy
  03/20/26
Sacrificing shekels on the Iran alter of Jewish Moloch
swashbuckling drab church building toaster
  03/20/26


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Date: March 20th, 2026 1:37 PM
Author: excitant pervert abode



(http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2\u0026mark_id=5310910#49757680)



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Date: March 20th, 2026 1:37 PM
Author: irradiated trump supporter parlour

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=5310910#49757682)



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Date: March 20th, 2026 2:48 PM
Author: excitant pervert abode

you're literally all cash?

(http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2\u0026mark_id=5310910#49757904)



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Date: March 20th, 2026 3:03 PM
Author: irradiated trump supporter parlour

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=5310910#49757945)



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Date: March 20th, 2026 3:12 PM
Author: excitant pervert abode

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=5310910#49757964)



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Date: March 20th, 2026 3:15 PM
Author: irradiated trump supporter parlour

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=5310910#49757968)



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Date: March 20th, 2026 3:31 PM
Author: excitant pervert abode

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=5310910#49758023)



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Date: March 20th, 2026 3:47 PM
Author: excitant pervert abode

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=5310910#49758074)



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Date: March 20th, 2026 4:00 PM
Author: irradiated trump supporter parlour

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=5310910#49758108)



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Date: March 20th, 2026 3:17 PM
Author: diverse half-breed

something like a world war, energy crisis and global recession?

(http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2\u0026mark_id=5310910#49757971)



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Date: March 20th, 2026 2:53 PM
Author: Lemon selfie ticket booth

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=5310910#49757922)



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Date: March 20th, 2026 2:59 PM
Author: Fighting puce space crotch

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=5310910#49757942)



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Date: March 20th, 2026 3:32 PM
Author: Lemon selfie ticket booth

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=5310910#49758028)



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Date: March 20th, 2026 4:00 PM
Author: Fighting puce space crotch

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=5310910#49758109)



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Date: March 20th, 2026 3:20 PM
Author: citrine tripping temple

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=5310910#49757981)



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Date: March 20th, 2026 3:53 PM
Author: Floppy navy stage



(http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2\u0026mark_id=5310910#49758092)



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Date: March 20th, 2026 4:00 PM
Author: Fighting puce space crotch



(http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2\u0026mark_id=5310910#49758111)



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Date: March 20th, 2026 3:23 PM
Author: opaque idiot goyim

60% cash

(http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2\u0026mark_id=5310910#49757993)



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Date: March 20th, 2026 3:29 PM
Author: peach bawdyhouse

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=5310910#49758014)



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Date: March 20th, 2026 4:10 PM
Author: orange magical double fault stead

DCA into boring ETFs and Berkshire Hathaway

(http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2\u0026mark_id=5310910#49758143)



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Date: March 20th, 2026 4:31 PM
Author: aphrodisiac copper hunting ground

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=5310910#49758190)



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Date: March 20th, 2026 4:33 PM
Author: nofapping arousing water buffalo

DUST ETF

Its short oil and short gold simultaneously

(http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2\u0026mark_id=5310910#49758192)



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Date: March 20th, 2026 4:33 PM
Author: Brilliant irate state



(http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2\u0026mark_id=5310910#49758193)



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Date: March 20th, 2026 5:46 PM
Author: Histrionic high-end volcanic crater milk

Just buying VTI and VXUS every week, like usual

(http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2\u0026mark_id=5310910#49758345)



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Date: March 20th, 2026 5:48 PM
Author: Gaped fishy international law enforcement agency really tough guy

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=5310910#49758359)



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Date: March 20th, 2026 6:05 PM
Author: swashbuckling drab church building toaster

Sacrificing shekels on the Iran alter of Jewish Moloch

(http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2\u0026mark_id=5310910#49758392)