I am normally 100% invested in stocks other than money I need for living and emergencies. The only time I have extra cash is if I recently recently sold something or accumulated some savings and didn't have any new good investment ideas yet. I have even been on margin up to about 30%. This bullish strategy goes all the way back to the late 80s with only a few more conservative stances.
Right now 100% of my IRA and 401K funds are in cash except for a couple of small positions in gold mines and a physical gold/silver security. My non retirement account has 1 stock and the rest in cash and the same gold mines.
I'm a patient man. I invest for the very long term. I am more than willing to miss the top to avoid the debacle I anticipate. The timing is just a matter of how much the Fed and other central banks are willing to print, whether they are willing to take rates even more negative, and whether they are going to eventually buy stocks directly like they are in some places.
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"Unlearning is the highest form of learning"
Last edited by classhandicapper; 10-02-2016 at 01:52 PM.
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