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2B · 05-19-2007, 08:48 AM

Part of the question needs to be "why?"

Right now, if the market dove while earnings stayed strong and interest rates remained low, I'd ride my asset allocation through it. Should the US put massive protective barriers against trade in place or do a strong fiscal shift, I'd have to ask myself if I wanted to change my asset allocation away from equities.

I hate to admit it but under certain circumstances I would become a market timer.

I started switching to indexing in the late 90's and rode through most of the 2000 downturn. I did go to 50% cash when I was out of work for awhile but I went fully back in when I got anoter j*b.

05-19-2007, 08:48 AM	#8
2B Thinks s/he gets paid by the post Join Date: Mar 2006 Location: Houston Posts: 2,431	Part of the question needs to be "why?" Right now, if the market dove while earnings stayed strong and interest rates remained low, I'd ride my asset allocation through it. Should the US put massive protective barriers against trade in place or do a strong fiscal shift, I'd have to ask myself if I wanted to change my asset allocation away from equities. I hate to admit it but under certain circumstances I would become a market timer. I started switching to indexing in the late 90's and rode through most of the 2000 downturn. I did go to 50% cash when I was out of work for awhile but I went fully back in when I got anoter jb. __________________ The object of life is not to be on the side of the majority, but to escape finding oneself in the ranks of the insane -- Marcus Aurelius*