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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (65582)12/4/2020 10:49:04 PM
From: Madharry1 Recommendation

Recommended By
petal

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we can agree to disagree . I am now 88% stocks 12% cash. and I am that much cash because i still have maturing cds. the last offer on renewal of cd was .65% for one year so i doubt I will renewing them.

I think my reits continue to be incredibly undervalued as you indicated and have way more to recover, Although oil has gone up I am still losing a lot on my mro position and a lot on my initial oxy position at 42. fortunately I bought more under 10. but it still has a ways to go before I am even there. i am not a market timer and just because something goes up doesnt mean its gonnna stop going up because its already gone up quickly. Lastly, the spread between what one can get in money markets, cds , bonds versus many stocks , not to mention reits is just crazy. I cannot remember a time like this . So I believe the traditional retirement mix 60/40 on stocks /bonds is just gonna go out the window given the current spread. From what I hear this morning there is already much more money flowing in to value and industrial etfs as opposed to growth etfs so that bodes well for us value players.

Enjoy the weekend and stay safe,.
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