lem1955
Recycles dryer sheets
- Joined
- Mar 1, 2007
- Messages
- 315
I just listened to a Zoom session by the manager of a Community Foundation's portfolio. Again he stressed the over-valuation of a few stocks, specifically, Apple, Amazon and Tesla. He also showed a graph of the Euphoria-Panic index which showed Euphoria higher than ever before, which suggests a downturn would hit overvalued Growth stocks hardest. I'm not looking to make a huge change to my AA, but I am thinking of increasing my Value lean. For those of you who invest with Vanguard and use more than VTSAX for Equity Allocation, what funds in what mix comprise your Equity Allocation?