Valuations are back in the danger zone
Great insights. In my two accounts I try to keep 25% cash in the Roth and 25-40% in taxable for those dip opportunities.
That is a decent amount of cash. With that you are ready for a tempest!
It’s been a long bull market. Just a hedge of caution here following the Buffet model 🤣.
If japan yield starts to go up they will sell us bonds and the reflexivity starts to play
True. The whole ecosystem is interconnected
Great insights. In my two accounts I try to keep 25% cash in the Roth and 25-40% in taxable for those dip opportunities.
That is a decent amount of cash. With that you are ready for a tempest!
It’s been a long bull market. Just a hedge of caution here following the Buffet model 🤣.
If japan yield starts to go up they will sell us bonds and the reflexivity starts to play
True. The whole ecosystem is interconnected