As a retail investor, generally we talk about long term time horizon as our advantage. And we are not traders- "time in the market vs timing the market."
That said, there's some concern about big crash coming up this year or early next year. There's some hope that until midterm election and next fed meeting in November, there may be a potential rally. Are you thinking about exiting all positions to re-enter the market after the potential crash at all? When PLTR may be around $5~6? Seeing the AMD in $60s has been painful.
As a principle I prefer to act on asymmetries rather than predicting. The key issue for me is being sure that any crash does not impact structurally the operations. If the market drops in an irrational way I prefer to "increase the beta" by selling MSFT and adding PLTR (violently at ~5) rather than waiting out.
Going out when the market is already very skewed in fear is risky in my opinion!
As a retail investor, generally we talk about long term time horizon as our advantage. And we are not traders- "time in the market vs timing the market."
That said, there's some concern about big crash coming up this year or early next year. There's some hope that until midterm election and next fed meeting in November, there may be a potential rally. Are you thinking about exiting all positions to re-enter the market after the potential crash at all? When PLTR may be around $5~6? Seeing the AMD in $60s has been painful.
Thank you for your question investorMD.
As a principle I prefer to act on asymmetries rather than predicting. The key issue for me is being sure that any crash does not impact structurally the operations. If the market drops in an irrational way I prefer to "increase the beta" by selling MSFT and adding PLTR (violently at ~5) rather than waiting out.
Going out when the market is already very skewed in fear is risky in my opinion!
Thank you. Appreciate reply.
My pleasure!