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Do you plan to increase Equity/Stock Holdings before Fed pauses rate hikes?
06-11-2023, 01:42 PM
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#1
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Thinks s/he gets paid by the post
Join Date: Aug 2013
Posts: 1,892
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Do you plan to increase Equity/Stock Holdings before Fed pauses rate hikes?
With the S&P entering a new Bull market and the Fed, most likely, pausing rate hikes this week, are you planning to increase your Equity allocation or stock holdings this week.
I'm thinking of adding more to my S&P500 401K index fund tomorrow or Tuesday. What do you think? Any plans on your part.
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06-11-2023, 02:36 PM
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#2
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jul 2009
Posts: 5,284
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No. I rebalance about twice a year so it is about time to check to see if I need to rebalance. If so, then I might do that. But, last time I checked a few months ago I was little over on equities (not too much) so probably not.
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06-11-2023, 03:16 PM
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#3
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Thinks s/he gets paid by the post
Join Date: Oct 2017
Location: Tellico Village
Posts: 2,493
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I plan to sell equities to re-balance into intermediate bonds to get back to my 50/50 AA.
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Retired May 13th(Friday) 2016 at age 61.
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06-11-2023, 03:18 PM
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#4
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Thinks s/he gets paid by the post
Join Date: Feb 2021
Posts: 2,179
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My AA is not based on current market conditions, interest rates, Fed actions, phases of the moon, or alignment of the planets, so no, I won’t be changing my allocation.
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06-11-2023, 04:41 PM
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#5
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Moderator Emeritus
Join Date: Apr 2011
Location: Conroe
Posts: 18,029
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Who says we are entering into a new bull market? I must have missed the headlines? 
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*********Go Texans!*********
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06-11-2023, 04:47 PM
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#6
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Aug 2013
Location: Texas
Posts: 10,476
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I'm not sure the Fed will pause, but regardless, no more equities for me.
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Spending my time as wisely as I can, since I don’t know what my time account balance is.
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06-11-2023, 09:35 PM
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#7
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Full time employment: Posting here.
Join Date: May 2006
Posts: 791
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I'm happy with my 66/33 allocation. Not going to change it.
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06-11-2023, 09:40 PM
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#8
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Recycles dryer sheets
Join Date: Oct 2021
Posts: 465
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06-11-2023, 09:43 PM
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#9
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Recycles dryer sheets
Join Date: Oct 2021
Posts: 465
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My AA is already 100% equities (excluding rental properties) and we plan to sell a couple rentals this year and plan to pour most of it into the market.
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06-11-2023, 09:44 PM
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#10
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Moderator
Join Date: Jul 2017
Location: Long Island
Posts: 5,032
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The S&P squeaked out of a bear market the end of the trading day Friday.
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Use it up, wear it out, make it do or do without.
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06-11-2023, 10:19 PM
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#11
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Thinks s/he gets paid by the post
Join Date: Aug 2013
Posts: 1,892
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 Quote:
Originally Posted by MarieIG
The S&P squeaked out of a bear market the end of the trading day Friday.
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Right. it happened Friday. 67 Years of Data says it's going up some more.
https://www.fool.com/investing/2023/...cle&yptr=yahoo
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No to consumerism, Living a simple life, enjoying the experience - not the material stuff
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06-11-2023, 11:42 PM
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#12
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jul 2014
Location: Spending the Kids Inheritance and living in Chicago
Posts: 16,241
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Would have been better to do that 10 days ago.
Stocks have already gone up.
I notice the papers/news always report about how the market is doing better, long after it already started doing better.
Anyhow not changing our allocation.
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Fortune favors the prepared mind. ... Louis Pasteur
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06-11-2023, 11:46 PM
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#13
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Recycles dryer sheets
Join Date: May 2020
Location: San Diego
Posts: 140
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I would wait until you see how quantitative tightening at the same time as Treasury refilling their General Account goes.
Both are sucking liquidity out of the system in the next few months.
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06-11-2023, 11:58 PM
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#14
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Thinks s/he gets paid by the post
Join Date: Jun 2013
Posts: 1,530
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I'm not going to change anything.
Not trying to influence anyone either way, but I found this to be an interesting read.
https://www.axios.com/2023/06/01/sp5...es-stock-price
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"No beast so fierce but knows some touch of pity, but I know none, therefore am no beast"
Shown @ The End Of The Movie 'Runaway Train'
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06-12-2023, 08:37 AM
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#15
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Recycles dryer sheets
Join Date: Apr 2022
Posts: 212
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I've made zero allocation changes, ever, based on:
A) What the market has done recently, or
B) What I think the Fed will do this week. Or month. Or year. Or what they previously did.
C) Pretty much any other external factor.
What I -do- base it on is my needs and risk tolerance, which thankfully changes very little.
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Snark is the tool of the intellectually lazy.
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06-12-2023, 10:29 AM
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#16
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Thinks s/he gets paid by the post
Join Date: Mar 2014
Location: Dallas
Posts: 1,099
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Quote:
Originally Posted by RetiredAt49
My AA is already 100% equities (excluding rental properties)
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Same here! And we don't want to sell any rental just yet. Will wait till I have 0 earned income to reduce the tax bite.
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06-12-2023, 10:31 AM
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#17
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Thinks s/he gets paid by the post
Join Date: Oct 2014
Posts: 1,468
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Quote:
Originally Posted by disneysteve
My AA is not based on current market conditions, interest rates, Fed actions, phases of the moon, or alignment of the planets, so no, I won’t be changing my allocation.
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But, what does the magic 8 ball say? 
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-Big Dawg-FI since 9/2010. Failed ER in 2015. 2/15/2023=DONE! "Blow that dough"-Robbie
" People say I'm lazy, dreaming my life away Well, they give me all kinds of advice designed to enlighten me When I tell them that I'm doing fine watching shadows on the wall "Don't you miss the big time, boy. You're no longer on the ball" -John Lennon-
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06-12-2023, 10:35 AM
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#18
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Thinks s/he gets paid by the post
Join Date: Oct 2014
Posts: 1,468
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Quote:
Originally Posted by ownyourfuture
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Interesting read. But, in any given year, isn't this always the case? Maybe not 5, but it seems that it is usually just a few (5-10 I'm guessing) that drive the market higher during the average bull market. I'm sure someone will come along and either confirm or refute my statement.
__________________
-Big Dawg-FI since 9/2010. Failed ER in 2015. 2/15/2023=DONE! "Blow that dough"-Robbie
" People say I'm lazy, dreaming my life away Well, they give me all kinds of advice designed to enlighten me When I tell them that I'm doing fine watching shadows on the wall "Don't you miss the big time, boy. You're no longer on the ball" -John Lennon-
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06-12-2023, 10:36 AM
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#19
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Thinks s/he gets paid by the post
Join Date: Mar 2014
Location: Dallas
Posts: 1,099
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OP,
Stating the obvious: A lot of users (including me) here has an AA and stick to it regardless of market state and direction. Chasing the gains is a futile exercise (been there, done that in younger years). Predicting the future is very hard and to act on that prediction is almost impossible because you have to be right twice in a row: when you sell and when you buy.
There are lot of books and articles on AA so I won't say anything on why you want AA and stick to it.
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06-12-2023, 10:53 AM
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#20
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Moderator
Join Date: Jul 2017
Location: Long Island
Posts: 5,032
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Quote:
Originally Posted by cyber888
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Interesting article. (I tried to read it last night but started dozing off.)
I would not be surprised to see a pop, followed by a downturn in the fall, and an upturn sometime in 2024. But - I have never, ever been a good short term predictor. So, I will probably stick with my current game plan, stick with a largish chunk in the broad-based index funds, dollar cost average into those ETFs I would like to increase, and buy limited amounts of stocks that I want, when their price looks good. The one thing I don't do is chase stocks when they pop - which has resulted in me loosing out on run-ups.
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Use it up, wear it out, make it do or do without.
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