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How are you managing your portfolio around the war?

...
fluffy coiffed heaven water buffalo
  03/20/26
100% sgov, waiting for a 50% crash in gold and i'll switch o...
glittery business firm
  03/20/26
you're literally all cash?
fluffy coiffed heaven water buffalo
  03/20/26
yeah. this feels like a covid situation and i don't want to ...
glittery business firm
  03/20/26
i think it can get worse particularly with it aligning with ...
fluffy coiffed heaven water buffalo
  03/20/26
i don't mean shutdown, i mean market devastation. sustained ...
glittery business firm
  03/20/26
i think there will be an aggressive fed put especially under...
fluffy coiffed heaven water buffalo
  03/20/26
i also wouldn't discount that iran and the US cut a deal, tr...
fluffy coiffed heaven water buffalo
  03/20/26
definitely a possibility but i'm much more concerned with th...
glittery business firm
  03/20/26
something like a world war, energy crisis and global recessi...
Chestnut legend
  03/20/26
I don't know what to do anymore I no longer think the mar...
adulterous office
  03/20/26
Markets are inherently unpredictable or else or else people ...
Bespoke disgusting box office
  03/20/26
People always say that but it's not true. Stupid people defi...
adulterous office
  03/20/26
Idiots lose money due to panic selling, not poor predictive ...
Bespoke disgusting box office
  03/20/26
actively managing my portfolio has never worked. even when i...
soul-stirring trailer park chad
  03/20/26
...
Pearl codepig
  03/20/26
...
Bespoke disgusting box office
  03/20/26
60% cash
swashbuckling slippery native filthpig
  03/20/26
...
Cyan yarmulke hominid
  03/20/26
DCA into boring ETFs and Berkshire Hathaway
bearded angry people who are hurt brunch
  03/20/26
berkshire is dead without munger and will be even deader wit...
wonderful orange partner knife
  03/20/26
DUST ETF Its short oil and short gold simultaneously
Opaque area
  03/20/26
...
Violent Translucent Famous Landscape Painting
  03/20/26
Just buying VTI and VXUS every week, like usual
Pea-brained wrinkle tattoo
  03/20/26
My brokerage account is just sitting and getting wrecked wee...
Haunting black preventive strike
  03/20/26
Sacrificing shekels on the Iran alter of Jewish Moloch
pungent lavender sex offender
  03/20/26


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Reply Favorite

Date: March 20th, 2026 1:37 PM
Author: fluffy coiffed heaven water buffalo



(http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2\u0026mark_id=5310914#49757680)



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Date: March 20th, 2026 1:37 PM
Author: glittery business firm

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=5310914#49757682)



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Date: March 20th, 2026 2:48 PM
Author: fluffy coiffed heaven water buffalo

you're literally all cash?

(http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2\u0026mark_id=5310914#49757904)



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Date: March 20th, 2026 3:03 PM
Author: glittery business firm

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=5310914#49757945)



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Date: March 20th, 2026 3:12 PM
Author: fluffy coiffed heaven water buffalo

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=5310914#49757964)



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Date: March 20th, 2026 3:15 PM
Author: glittery business firm

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=5310914#49757968)



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Date: March 20th, 2026 3:31 PM
Author: fluffy coiffed heaven water buffalo

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=5310914#49758023)



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Date: March 20th, 2026 3:47 PM
Author: fluffy coiffed heaven water buffalo

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=5310914#49758074)



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Date: March 20th, 2026 4:00 PM
Author: glittery business firm

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=5310914#49758108)



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Date: March 20th, 2026 3:17 PM
Author: Chestnut legend

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

(http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2\u0026mark_id=5310914#49757971)



Reply Favorite

Date: March 20th, 2026 2:53 PM
Author: adulterous office

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=5310914#49757922)



Reply Favorite

Date: March 20th, 2026 2:59 PM
Author: Bespoke disgusting box office

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=5310914#49757942)



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Date: March 20th, 2026 3:32 PM
Author: adulterous office

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=5310914#49758028)



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Date: March 20th, 2026 4:00 PM
Author: Bespoke disgusting box office

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=5310914#49758109)



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Date: March 20th, 2026 3:20 PM
Author: soul-stirring trailer park chad

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=5310914#49757981)



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Date: March 20th, 2026 3:53 PM
Author: Pearl codepig



(http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2\u0026mark_id=5310914#49758092)



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Date: March 20th, 2026 4:00 PM
Author: Bespoke disgusting box office



(http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2\u0026mark_id=5310914#49758111)



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Date: March 20th, 2026 3:23 PM
Author: swashbuckling slippery native filthpig

60% cash

(http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2\u0026mark_id=5310914#49757993)



Reply Favorite

Date: March 20th, 2026 3:29 PM
Author: Cyan yarmulke hominid

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=5310914#49758014)



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Date: March 20th, 2026 4:10 PM
Author: bearded angry people who are hurt brunch

DCA into boring ETFs and Berkshire Hathaway

(http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2\u0026mark_id=5310914#49758143)



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Date: March 20th, 2026 4:31 PM
Author: wonderful orange partner knife

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=5310914#49758190)



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Date: March 20th, 2026 4:33 PM
Author: Opaque area

DUST ETF

Its short oil and short gold simultaneously

(http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2\u0026mark_id=5310914#49758192)



Reply Favorite

Date: March 20th, 2026 4:33 PM
Author: Violent Translucent Famous Landscape Painting



(http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2\u0026mark_id=5310914#49758193)



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Date: March 20th, 2026 5:46 PM
Author: Pea-brained wrinkle tattoo

Just buying VTI and VXUS every week, like usual

(http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2\u0026mark_id=5310914#49758345)



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Date: March 20th, 2026 5:48 PM
Author: Haunting black preventive strike

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=5310914#49758359)



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Date: March 20th, 2026 6:05 PM
Author: pungent lavender sex offender

Sacrificing shekels on the Iran alter of Jewish Moloch

(http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2\u0026mark_id=5310914#49758392)