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To: Rarebird who wrote (112976)11/9/2020 8:50:16 AM
From: RetiredNow  Read Replies (1) | Respond to of 116955
 
Hi Rarebird,
it's been awhile since I've posted here. I've been buying up tons of stocks over the past month or so. I'm looking forward to a pretty big upswing over the next year as the economy opens back up and the Presidential race gets resolved. Wall Street loves certainty. Here's how I'm positioned:
  • 42% US Stocks (emphasis on mid caps and small cap value)
  • 11% Foreign Stocks (with a heavy emphasis on China's GXC and avoiding large European countries in favor of small and nimble well managed no lock-down countries)
  • 5% metals miners evenly split between precious metals and other materials miners
  • 10% precious metals (7% Gold and 3% Silver)
  • 32% cash

Note, I hold no bonds. I don't see a lot of upside in bonds and see instead heavy risks to the downside. This is my highest allocation to stocks in the last 3 years. I hope it works out!

What do you think the winners will be in the next few months? How are you positioning to take advantage of the new era? Thoughts appreciated!