i do a core-satellite strategy combined with market timing and hedging… right now its basically 30%SPY, 30% QQQ, 25% in about 10 stocks, and the rest in a couple bond ETFs… i avoided a big part of move lower since October but got back in under S&P 2450… really tricky right now…
Just went from 80% invested in equities (70/30 US and exUS) to 20 % invested in equities (what remains is high dividend blue chip etfs) as I am currently very spooked about what the next 6 to 12 months holds. While I believe in the buy and hold inevitability of superior returns in stocks if there is a possibility of bypassing substantial downside performance I love what that can do as well to returns over time.
Not suggesting that I or anyone can time the market but just need to catch my breath on the sidelines for a bit and see what the apparent cyclical and fiscal/monetary and slowing growth state and global dysfunction is about to bring.
Now to find someplace to park the money Leaning toward liquid floating rate debt debt instruments.
yes. but you can think of it as overweighting those regions. like for world, about 10% is proly in small cap, so with that portfolio you got 5% in small cap, so buying an additional 10% in small implies a 15% weight on it.
In general I am in about 50% leveraged etf for domestic exposure and then value rules based etfs for foreign exposure (shareholder yield etc) And periodically I put on single stock picks, but only when they seem obviously too cheap. And that doesn’t happen very often in the markets