I know people have been have been talking about the heated market, longest bull run, overvaluation etc for 2-3 years. If you headed that advice 2 years ago today you missed out on 31% of returns.
https://www.marketwatch.com/story/behold-the-scariest-chart-for-the-stock-market-2018-08-08
I know the short answer is no one knows when we will top out.
A lot of things have changed from 2000 and from 5 years ago, I do think way too much value is being simply placed on subscriber growth - to a point where companies have to perfectly monetize things to reach their valuations. Growth + growth in monetization offsets that some.
I'm currently sitting in 65% equities, 5% bonds, 20% RE, 10% cash. What are things I can do to have some downside protection? I'm younger (early 30's). How are you guys positioning yourselves?
edit: I'm not talking about shorting the market. I'm going to move some over to a small local high yield instrument at ~3%, should I put more in bonds? I'm not trying to short the market, could buy some puts out there - I don't know much about options trading beyond the very basic levels.
Submitted August 09, 2018 at 08:24AM by akmalhot https://ift.tt/2noqOvX
