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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Spekulatius who wrote (47286)4/3/2012 1:34:24 AM
From: Jurgis Bekepuris  Read Replies (1) | Respond to of 78764
 
I used to be almost fully invested (90%) all the time, but no more.

Which is exactly what concerns me. The time to sell S&P was when everyone was saying that 100% stock allocation is the only rational thing. Now everyone is cautious after couple of crashes and huge volatility, everyone is talking over 50% cash levels. I wonder if we gonna get another couple shocks and everyone will go to 100% cash ("Death of equities" in WSJ/FT/Economist) or if 50% cash levels is good enough to expect the bull market for foreseeable future. ;)