I have a pile in a 401k, and I'm quite confident that if the US tries to mess around with NAFTA a recession will quickly follow.
I don't think the sky is falling, so I don't feel the need to hoard gold while giggling with glee. But we're 8 years in to a bull market and forcing thousands of companies to deal with tariffs for the first time in a generation should be enough to trigger a cooling off period. So I'm going to make a call and get out of my current investment: a total stock market index.
The problem is that this company's 401k only has limited options. They're all vanguard versions of:
"blue chip growth" FTSE total stock market vanguard windsor (value stocks) a mid-cap index a small-cap index international small-cap index large-cap intl index emerging index total international index reit index target retirement (2010-2065) target retirement income total bond market total bond market intl "investment grade" bonds money market funds
OR
I can set up with their own brokerage for some hefty fees. I'd rather not pay those fees if anything in the above list seems like a better play. The funds listed are not done by the usual 401k rules and actually have quite low fees, so if i can stick with one, that's great.
So, r/investing, with those options, what would you do? Would any of these do particularly well? Is there a better way to play my belief that tariffs will cause a recession that is worth the brokerage fees?
Submitted January 27, 2017 at 08:23PM by bhuga http://ift.tt/2kbWxQP
