Join Early Retirement Today
Closed Thread
 
Thread Tools Search this Thread Display Modes
Anyone making any changes with upcoming election?
Old 09-29-2016, 11:19 AM   #1
Recycles dryer sheets
 
Join Date: Jan 2016
Posts: 138
Anyone making any changes with upcoming election?

I am curious if there are any strategies that you are taking with your portfolio with regard to the election in November.

Do you change anything with your asset allocation? Amount of cash on hand?

TX
__________________

__________________
CountryGal is offline  
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 09-29-2016, 11:29 AM   #2
Moderator
MichaelB's Avatar
 
Join Date: Jan 2008
Location: Rocky Inlets
Posts: 22,909
<mod hat on > A legitimate forum topic, but let's please let's avoid partisan or political comments. <mod hat off>
__________________

__________________
MichaelB is online now  
Old 09-29-2016, 11:29 AM   #3
Recycles dryer sheets
 
Join Date: Sep 2012
Posts: 381
No Change! I'll stick to my AA of 65/35.
__________________
Retired at age 52 on 12/1/2016
AA:60/40 WR:3% until 2022 then 4% is the plan
retire2020 is offline  
Old 09-29-2016, 11:29 AM   #4
Dryer sheet aficionado
 
Join Date: Mar 2012
Posts: 31
Definitely expect my cash on hand to decrease, but only due to the fact that my wine and bourbon consumption will systematically increase like good old fashion compounding interest...
__________________
Lazyfabs is offline  
Old 09-29-2016, 11:30 AM   #5
Thinks s/he gets paid by the post
Sunset's Avatar
 
Join Date: Jul 2014
Location: Chicago
Posts: 3,637
No, never have as impossible to know what will happen.
__________________
Sunset is offline  
Old 09-29-2016, 11:32 AM   #6
Thinks s/he gets paid by the post
 
Join Date: Aug 2004
Location: Laurel, MD
Posts: 2,615
I thought about making a change. Then I considered buying media stocks. Haven't done either.


Sent from my iPhone using Early Retirement Forum
__________________
...with no reasonable expectation for ER, I'm just here auditing the AP class.Retired 8/1/15.
jazz4cash is offline  
Old 09-29-2016, 11:47 AM   #7
Thinks s/he gets paid by the post
 
Join Date: May 2014
Location: Utrecht
Posts: 1,917
Taking into account there might be some turbulence in the weeks around the date (mid october - mod november), and possibly until february or so.

Which means 1) I won't sell puts on the index in that period unless it tanks >10%, 2) try to get some spare cash on hand for some individual stocks to buy. and 3) am consider selling some stocks I was planning on selling a little bit before they hit my target price.
__________________
Totoro is online now  
Old 09-29-2016, 12:11 PM   #8
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: Jul 2006
Posts: 10,293
I have invested in popcorn.
__________________
Meadbh is offline  
Old 09-29-2016, 12:37 PM   #9
Thinks s/he gets paid by the post
Nemo2's Avatar
 
Join Date: May 2011
Location: Belleville, ONT
Posts: 3,358
Quote:
Originally Posted by Meadbh View Post
I have invested in popcorn.
__________________
"Exit, pursued by a bear."

The Winter's Tale, William Shakespeare
Nemo2 is offline  
Old 09-29-2016, 12:47 PM   #10
Full time employment: Posting here.
 
Join Date: Jan 2013
Posts: 762
Markets hate uncertainty. I haven't decided what, if anything, to sell, but I do have some dry powder available. I am considering selling a rental and paying off three more mortgages. Less risk in turbulent times is better.
__________________
Another Reader is online now  
Old 09-29-2016, 12:49 PM   #11
Full time employment: Posting here.
 
Join Date: Jun 2016
Posts: 931
I have an allocation plan and I am sticking to it, rebalancing as needed. It has worked in the past. It will work in the future.
__________________
COcheesehead is offline  
Old 09-29-2016, 01:19 PM   #12
Thinks s/he gets paid by the post
Nemo2's Avatar
 
Join Date: May 2011
Location: Belleville, ONT
Posts: 3,358
Quote:
Originally Posted by COcheesehead View Post
It has worked in the past. It will work in the future.
For some of us, however, "the future" is closer than for others.
__________________
"Exit, pursued by a bear."

The Winter's Tale, William Shakespeare
Nemo2 is offline  
Old 09-29-2016, 01:22 PM   #13
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
braumeister's Avatar
 
Join Date: Feb 2010
Posts: 7,384
My yard sign business is booming right now, so that was a good investment. After the election I guess I'll have to find another way to profit from politics.
Attached Images
File Type: jpg nota.jpg (101.1 KB, 15 views)
__________________
braumeister is online now  
Old 09-29-2016, 01:23 PM   #14
Recycles dryer sheets
 
Join Date: Jan 2016
Posts: 138
For us the future is "now" - in a way. I have been wondering if I should shift (just a little) away from stocks to possibly buy back if there is a downturn. Thoughts?
__________________
CountryGal is offline  
Old 09-29-2016, 01:43 PM   #15
Recycles dryer sheets
 
Join Date: Aug 2015
Posts: 329
Many economists point out to recession in 2017, but a lot depend on Feds monetary policy. Option 1 is tightening with interest rate going up - it is going to cause stock market decline and sure recession. Option 2 is easy money: keeping zero interest, sliding to negative rates, monetary supply farther increases - it may increase inflation but may keep equities same or higher, reduce recession chances. Could anyone state about their policy for sure? I keep same my AA.
__________________
VFK57 is online now  
Old 09-29-2016, 01:47 PM   #16
Moderator
rodi's Avatar
 
Join Date: Apr 2012
Location: San Diego
Posts: 7,963
I'll keep my 60/40 asset allocation and vote on election day. That's my reaction to the politics.
__________________
Retired June 2014. No longer an enginerd - now I'm just a nerd.
micro pensions 7%, rental income 18%
rodi is online now  
Old 09-29-2016, 01:55 PM   #17
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: Jun 2005
Posts: 8,176
I'm not changing a thing.

As for "dry powder", I don't need any cash since I can always sell bond fund shares and buy equity fund shares at any time. And there is no doubt that if the stock market drops by 3% or so in a single day that I will do just that and even announce it in the LOL!'s Market Timing Newsletter, so that everybody can do the same thing if they want to.
__________________
LOL! is offline  
Old 09-29-2016, 01:59 PM   #18
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
pb4uski's Avatar
 
Join Date: Nov 2010
Location: Vermont & Sarasota, FL
Posts: 14,666
Quote:
Originally Posted by CountryGal View Post
I am curious if there are any strategies that you are taking with your portfolio with regard to the election in November. ...
Nope. Nada. Sticking with my AA.
__________________
If something cannot endure laughter.... it cannot endure.
Patience is the art of concealing your impatience.
pb4uski is online now  
Old 09-29-2016, 02:01 PM   #19
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
pb4uski's Avatar
 
Join Date: Nov 2010
Location: Vermont & Sarasota, FL
Posts: 14,666
Quote:
Originally Posted by braumeister View Post
My yard sign business is booming right now, so that was a good investment. After the election I guess I'll have to find another way to profit from politics.
I'll bet if "None of the above" was on the ballot that they would win by a landslide.
__________________
If something cannot endure laughter.... it cannot endure.
Patience is the art of concealing your impatience.
pb4uski is online now  
Old 09-29-2016, 02:12 PM   #20
Administrator
W2R's Avatar
 
Join Date: Jan 2007
Location: New Orleans
Posts: 37,151
Quote:
Originally Posted by pb4uski View Post
Nope. Nada. Sticking with my AA.
+1

Honestly, I never change anything for any reason except to rebalance when necessary. I already know my AA.

Elections?
Giant meteor splitting the earth in half?
Invasion by King Kong, Rodan, and a multitude of other horrific monsters?
Yet another World War?
Epidemic killing off 80% of the world's population?

None of those would have the slightest impact on my investment plan, which I stick to like glue.
__________________

__________________
Fairy tales are more than true: not because they tell us that dragons exist, but because they tell us that dragons can be beaten.

― N. Gaiman (2002)








W2R is offline  
Closed Thread


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
making asset allocation changes DEC-1982 FIRE and Money 12 01-17-2016 09:33 AM
13 Upcoming Tax Changes youbet FIRE and Money 31 04-11-2010 10:40 AM
Making W*rk Pay - IRS/DFAS changes freebird5825 Other topics 1 04-17-2009 03:01 PM
Would you consider making changes to your portfolio due to the upcoming election? FIREd FIRE and Money 14 02-21-2008 01:38 PM

 

 
All times are GMT -6. The time now is 06:58 AM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2017, vBulletin Solutions, Inc.