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Is It Time To Sell Stocks And Bonds? Perhaps, But Timing The Market Is A Fool's Errand.


  • With stocks and bonds at historically high valuations and low yields, many investments are offering negative real returns.
  • Lost decades are actually a regular historical occurrence, but many of today’s investors are not positioned accordingly.
  • I discuss alternative assets and real assets as a way of hedging against risk and building an “all-weather” portfolio.
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The majority of assets today continue to trade at or near all-time highs. With such an expensive environment, we must be cautious of what performance will look like going forward.

Many investors are just now

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This article was written by

High Yield Investor profile picture

Samuel Smith is Vice President of Leonberg Capital, he has a diverse background that includes being lead analyst at several highly regarded dividend stock research firms. He is a Professional Engineer and Project Management Professional and holds a B.S. in Civil Engineering & Mathematics from the United States Military Academy at West Point and has a Masters in Engineering.

Samuel runs High Yield Investor investing group. Samuel teams up with Jussi Askola and Paul R. Drake where they focus on finding the right balance between safety, growth, yield, and value. High Yield Investor offers real-money core, retirement, and international portfolios. The services also features regular trade alert, educational content, and an active chat room of like minded investors. Learn more.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of BAM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Comments (7)

You are absolutely right, timing is impossible. Reminds me of Fred Schwed's famous line, "Where are all the customers' yachts?" Surely if you could market time you would be uber wealthy. Too many studies show if you are out of the market for a few days when there is great movement to the upside you could miss the best move of the year. Not worth the guessing game, stay invested.
MrFireby2023 profile picture
I've paired way back on equities this year and redeployed the proceeds into a Private Placement, a private equity fund.
This should perform well over this decade and it is definitely not correlated with the indices since it invests solely in private businesses, buys whole companies and buys at a discount.
Good advice: do NOT sell all Equities, but perhaps reduce and be Defensive.

Holding Cash: the problem is you cannot time when to buy back in. We could have a decade long slow grind with much sideways & down.
Buyandhold 2012 profile picture
"Is it time to sell stocks........"

It is time for a lot of things.

Your annual mammogram.

Your annual physical.

Your colonoscopy.

But it is NEVER time to sell stocks.
AntaresSeven profile picture
@Buyandhold 2012 Really? NEVER?? I guess you'll just pass down your stocks to your kids. And never use the assets you've accumulated. Just stare at the numbers in your brokerage account. Of course there are times to sell.
Buyandhold 2012 profile picture

My stocks are not held in a brokerage account.

I have all of the stock certificates and Direct Registration statements in my safe deposit box at the bank.

"I guess you'll just pass down your stocks to your kids."

And to several charities.

"And never use the assets you've accumulated."

What are dividends? I can spend the dividends if I want to, can't I?

"Of course there are times to sell."

If you insist, then it is okay to sell a stock 2,000 years after you buy it.
High Yield Investor profile picture
@Buyandhold 2012 Yes, I wouldn't sell stocks either, but it might be time to reevaluate your asset allocation.
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