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Strategies & Market Trends : Bear!

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petal
To: Sean Collett who wrote (192)11/19/2023 1:53:32 PM
From: Harshu Vyas1 Recommendation  Read Replies (2) of 266
 
Agree with most of what's said here. Still, I don't know why changing tack is the best option. I recall you were thinking of buying puts on indices months ago - maybe that's the best way of hedging your portfolio. Or buy gold? I'm not sure and I don't think it's worth much thought (unless you have a large portfolio worth protecting).

All in all, I agree there's elements of a bubble but I'm not sure whether "doing something" is the best way of navigating it. Really depends on the size of your portfolio and the timescale of your holdings. The longer your timeframe, the less you have to "do."

My aim is to find companies I'm comfortable holding many years into the future - problem is, so far, I haven't been successful because a) I underestimated management stupidity and b) unforeseen events (the unpredictability/risks should have been considered in more detail by myself).

Look forward to hearing about the strategies you take to mitigate the bubble-i-ness (or economic pressures) of this market.

Best,
Harshu Vyas
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