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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?


To: robert b furman who wrote (6615)1/27/2019 9:18:20 PM
From: Kirk ©1 Recommendation

Recommended By
Robohogs

  Respond to of 26641
 
To be honest, I don't pay much attention to the dollar. Probably because I'm well diversified globally so it just gives me opportunities to take profits in regional index funds that are up to buy what are down. This year International got hammered so I rebalanced my own portfolios early and WOW did just a little moving from cash to a few international index funds when they were down over 10% paid off handsomely. I'd like to take some profits now but I think Vanguard gets pissed if you sell under 60 or 90 days and I made the nice gains in about 30 or so.... but I'll look into taking some next week as I'm really over allocated to equities, GLOBALLY, just from the recent run from a lot of buying damn near the day of the lows. I had to wait a few days for the newsletter portfolios to make it easy to do at the end of the year, but most funds were still down quite a bit so those did well also.

Nobody seems to be talking great things for the markets yet so probably not a huge hurry to take profits, but still worth looking into given the huge gains in a short period.