To: Road Walker who wrote (132035 ) 3/19/2013 9:17:12 PM From: RetiredNow Respond to Don't like it at all, but I'm prepared for ugly outcomes. The fact of the matter is that risks outweigh rewards of investing in equities at this juncture. I continually watch over 100 stocks on my "evaluate to buy" list and I have metrics that I use to value them. Usually, I see more than a handful that are in my buy range, based on valuation and growth and other factors. Right now, not a single one is in the buy range. They are all either fairly or over valued. That is highly unusual. By almost all measures I use to evaluate equities, they are overvalued. Treasuries are also overvalued. EVERYTHING is overvalued. As you might imagine, I am raising a ton of cash as a result. Right now, I'm at 15% cash, 8% gold & silver, 40% MBS of low duration, 15% in Australian treasuries, 20% US dividend stocks, and 2% Asian and emerging market stocks. All my new savings from my biweekly paycheck, bonuses, and company stock cash outs are staying in cash.
