As per the title, was curious how you guys would reshuffle your portfolio if you believed the market was approaching later stage of the cycle and a downturn/recession was around the corner?
Get out of equities and purchase some commodities, gov bonds, corporate bonds? Can be as creative as using derivatives - any particular industry/ies you would short first? Or even get into illiquids like real estate?
Just a recent shower thought that wouldn’t let me fall asleep.
Submitted November 06, 2018 at 06:44AM by Mike_394 https://ift.tt/2ANc559
