surprising
Recycles dryer sheets
- Joined
- Feb 7, 2023
- Messages
- 121
Market indices and NWs are at ATHs along with many other metrics. Buffet has over 50% of his portfolio in T-Bills (over $200B!). News articles are overwhelmingly upbeat. I am starting to feel that this market is unsustainable, especially in an election year. I am not worried about my short term bucket as it is mostly made up of dividends and bond CEFs. However my long term bucket (aka 401K which I can't touch for 9 years) is mostly in S&P fund. I might follow Buffet and move to 50% S&P, 50% short term bond fund. Might also buy some cheap(ish) puts on the S&P for further protection.
Is anyone positioning their portfolio for a sustained selloff?
Is anyone positioning their portfolio for a sustained selloff?