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

To: robert b furman who wrote (13240)	3/7/2022 11:30:11 AM
From: Kirk ©	Read Replies (1) \| Respond to of 26787

Congratulations! My account has gone to record highs , a result of being overweight in kmi,xom,cvx. I'm glad I raised a lot of cash but I'm not happy to see it lose value to inflation. Of course some of it will probably find its way back in to bargain priced stocks, but I've been slow to add as this could be a volatile year where fundamentals try to catch up with price (ie PE erosion). One stock that does well during inflation I bought that sells healthy food rather than energy is Sprouts. SFM just announced a big buyback, perhaps giving the secondary buyers a big round trip with little to show for it, but I've managed to roughly double which isn't too bad.

To: robert b furman who wrote (13240)	3/7/2022 11:34:34 AM
From: Kirk ©	Read Replies (1) \| Respond to of 26787

I use asset allocation. There is a board here called AIM that does roughly the same thing. Not a clue on when to sell what percent of portfolio. I cover it more in my newsletter but I go with 120% less your age in stocks then add a bit of hysteresis where I can use sentiment, valuation, etc. to push it a few percent either way. It has you feeling foolish taking profits as stocks soar and dumb again buying too soon when they go down and you start buying them back, but the long term success is well documented with most of my buying and selling announced in the newsletter long before the prices hit. You've done really well! I hope you continue to spend time enjoying life to reap your rewards of hard work.