For trading like most are doing on I-hub, I think it's important to know the seasons, and adjust your trading, size of positions, stops, etc.
For retirement allocated money, I don't believe one has to be all out or anything, but I think a heavier cash position than usual is warranted, and can be implemented at depressed prices to come. I first discussed that around 12800 on the Dow in July, and Dow is just a few hundred points ahead of that. I think the Dow will at least reach to the low 9000's. It will be worth having a boosted cash position, if it occurs.
I also think a shift into MFLDX could be very helpful. They can go long and short. They short foreign debt, anything. He masterfully played the 2008 crises, AND participated in the 2009 rally. Very few people in the world pulled off what he did.
While under performing the SP500 this year some, I'm confident he can make some money if the market is good, and not lose nearly as much as most other long funds are going to lose.
We shall see if my strategy pays off, or was a weak one.
And in the ear of every anarchist that sleeps but doesn't dream We must sing, we must sing, we must sing And in the caverns of tomorrow With just our flashlights and our love We must plunge, we must plunge, we must plunge
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