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-   -   Anyone making any changes with upcoming election? (http://www.early-retirement.org/forums/f28/anyone-making-any-changes-with-upcoming-election-83609.html)

CountryGal 09-29-2016 11:19 AM

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

MichaelB 09-29-2016 11:29 AM

<mod hat on > A legitimate forum topic, but let's please let's avoid partisan or political comments. :) <mod hat off>

retire2020 09-29-2016 11:29 AM

No Change! I'll stick to my AA of 65/35.

Lazyfabs 09-29-2016 11:29 AM

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...

Sunset 09-29-2016 11:30 AM

No, never have as impossible to know what will happen.

jazz4cash 09-29-2016 11:32 AM

I thought about making a change. Then I considered buying media stocks. Haven't done either.


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Totoro 09-29-2016 11:47 AM

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.

Meadbh 09-29-2016 12:11 PM

I have invested in popcorn.

Nemo2 09-29-2016 12:37 PM

Quote:

Originally Posted by Meadbh (Post 1786044)
I have invested in popcorn.

:laugh:

Another Reader 09-29-2016 12:47 PM

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.

COcheesehead 09-29-2016 12:49 PM

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.

Nemo2 09-29-2016 01:19 PM

Quote:

Originally Posted by COcheesehead (Post 1786074)
It has worked in the past. It will work in the future.

For some of us, however, "the future" is closer than for others. :)

braumeister 09-29-2016 01:22 PM

1 Attachment(s)
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.

CountryGal 09-29-2016 01:23 PM

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?

VFK57 09-29-2016 01:43 PM

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.

rodi 09-29-2016 01:47 PM

I'll keep my 60/40 asset allocation and vote on election day. That's my reaction to the politics.

LOL! 09-29-2016 01:55 PM

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.

pb4uski 09-29-2016 01:59 PM

Quote:

Originally Posted by CountryGal (Post 1786008)
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.

pb4uski 09-29-2016 02:01 PM

Quote:

Originally Posted by braumeister (Post 1786087)
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.

W2R 09-29-2016 02:12 PM

Quote:

Originally Posted by pb4uski (Post 1786108)
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.


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