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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: ajtj99 who wrote (87802)9/22/2024 3:45:58 PM
From: Sun Tzu  Read Replies (3) | Respond to of 97475
 
Stocks are going to be in BTFD mode for at least a couple of months. I took profits before the the rate cut, in case there was a sell the news event. As a result, my cash position jumped from 25% to 35%.

I think I should lever up and be closer to only 10% cash.

Figuring out the best allocation and the duration is a bit of a challenge. Select China is looking good. Shitcos seem like a no brainer. Bonds and commodities look tricky.

What do you think?


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