- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
Second Quarter Pullback?
Posted on 4/2/19 at 8:47 pm
Posted on 4/2/19 at 8:47 pm
Baws. Let’s face reality here. We had a 25% run up since Christmas. Not a single soul on the pick’em contest has negative returns. First quarter results are coming in this month...is a pullback inevitable? Anyone taking chips off the table?
10
Posted on 4/2/19 at 9:00 pm to TDFreak
quote:As long as you're not taking off ALL your chips...
Anyone taking chips off the table?
Always good to have SOME cash on the sidelines...quantify the "SOME" allocation would require a lot of information
Posted on 4/2/19 at 9:03 pm to TDFreak
Just tell me when. I’m ready to sell at the top
Posted on 4/2/19 at 9:14 pm to TDFreak
You would think, but trying to time it is almost always a bad strategy. May be an appropriate time to review your allocation strategy and/or rebalance.
Posted on 4/2/19 at 10:18 pm to SloaneRanger
Actually, I had been trying to rebalance to a little more aggresive portfolio mix (moving bond funds to stock funds). My last shift was in late-December. Nailed that one.
I stopped any further trades as the market soared (I like to do 3 equal sized trades over a quarter’s span to have some quasi dollar cost averaging). But now, I’m wondering if I should dump my bond funds and just go to straight to money market cash.
I stopped any further trades as the market soared (I like to do 3 equal sized trades over a quarter’s span to have some quasi dollar cost averaging). But now, I’m wondering if I should dump my bond funds and just go to straight to money market cash.
Posted on 4/3/19 at 5:02 am to TDFreak
It’s been frantic but recall the drop in the 4q last year happened at about the same pace. We are just now getting to last years highs. I’d say another 5-10% before it pulls back.
Posted on 4/3/19 at 6:25 am to TDFreak
quote:
But now, I’m wondering if I should dump my bond funds and just go to straight to money market cash
If we see the 10 year yield go back up to ~3% which it looks like it’s at least starting to move that way. Then this prob wouldn’t be a bad idea.
Posted on 4/3/19 at 7:51 am to TDFreak
Baw we had a 20% drop based on nothing. We were just recovering that
Posted on 4/3/19 at 9:30 am to TDFreak
quote:
Anyone taking chips off the table?
I've got 25-30 years left to ride.
Posted on 4/3/19 at 10:29 am to TDFreak
I'm 90% money market right now.
Posted on 4/3/19 at 11:24 am to TDFreak
I don’t see the success in trying to time the market. I have a long time before retirement so another recession is just another buying opportunity to me.
But it sure does seem like everyone out there is counting or at least expecting a long, deep pullback. Every article on SA mentions something like pullback, bear, recession, etc..
Prio to the 2012 Predidential Election and the end of 2012 was the last time I recall people this so uneasy about the immediate future.
But it sure does seem like everyone out there is counting or at least expecting a long, deep pullback. Every article on SA mentions something like pullback, bear, recession, etc..
Prio to the 2012 Predidential Election and the end of 2012 was the last time I recall people this so uneasy about the immediate future.
Posted on 4/3/19 at 11:41 am to TDFreak
quote:Eventually, yes, a pullback is inevitable. When is the question, and in markets, being too early is the same as being wrong.
is a pullback inevitable?
I don't look at fundamentals; unlike economics thought experiments, humans don't act logically to new information, but even if they did, algos will beat you to (and act on) information faster than any human. Instead, I have systems for different time frames that are backed by historical data. Only 1 system is based on a different premise from the others, and it is the longest term one. It said to go long yesterday morning, and 78% of its long signals have been profitable over the past ~85 years.
I'm biased long unless the monthly and/or quarterly systems give me a reason to think otherwise, and those will take a little more time to provide signals that are better than a coin flip.
Posted on 4/3/19 at 1:54 pm to Omada
I have been over invested in stocks, especially technology for a while now. Decided to sell INTC, NVDA and LRCX today to buy more fixed income. Also bought a little WBA and RIG with some of the proceeds for diversity. Still heavy into stocks and will look to lighten some more if market continues to go up.
Posted on 4/3/19 at 2:54 pm to TDFreak
quote:Yes, and it's also inevitable that the market will hit new highs.
.is a pullback inevitable?
quote:If I did, it would insure we'd hit those new highs really soon.....
Anyone taking chips off the table?
I always think about Warren Buffett's reply when he was asked about the direction of the market.
The Dow Jones had just closed above 10,000 for the first time. A CNBC reporter asked him in which direction would the next 1,000 points be on the Dow, UP or DOWN?
He replied, "I have no idea which direction the next 1,000 points will be for the Dow. But I know with 100% certainty which direction the next 10,000 points will be."
Page 1 of 1
Popular
Back to top
Follow TigerDroppings for LSU Football News