iubica

The Calm Before the Storm?

Here is my thinking, fwiw: if I was to sell stocks today, what would I have done with the proceeds?
- Keeping cash around, in the long term, is not good because of inflation.
- I already have 5% of the portfolio in commodities; buying more commodities would be too risky as they could tank if the market rallies.
- Already have 40% of portfolio in foreign stock funds or ETFs; if depression kicks in it's pretty clear foreign markets be dragged down, they will not be completely decoupled.

My point is, I don't see a reason yet to sell, as all investment alternatives are equally risky.