SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Pastimes : The Philosophical Porch

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Real Man who wrote (23046)8/4/2024 9:12:38 AM
From: Rarebird  Read Replies (1) of 23843
 
I sold slightly more than half my portfolio on Friday so that should tell you something.

I am now in 25% pure equities and 75% pure income related equities, TLT and other higher yield bond alternatives. The later held up very well over the past two days except for the BBB, BB and B related corporates. I dumped the later except for BKLN, which I have held for well over a year and which has performed very well for me. HYG, which I don't own, was down .33%

Things may get a lot uglier. I really don't know. Maybe the major indices go down more than the average stock..

I plan on initiating some short positions early next week.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext