Everyone here worries where the war might lead or how long it will last. Plus there's rising interest rates and inflation. Covid lingers. I've never been convinced the V-shaped stock market recovery in spring 2020 was the final word on that. For example, shuttered small businesses, especially restaurants, are everywhere.
My own portfolio is as close to bulletproof as most portfolios are apt to be, and vastly more durable than what most IHUBers own. All of my stocks are blue chips. with only BRK and Boeing not paying dividends. I'd emphasize that I don't believe there's any magic in dividends. Its a psychological thing that varies with the investor. Dividends provide some staying power in tough or flat times, like the 1970s. I vividly remember the early 1970s when battered blue chips could be found at 4X earnings.
When the invasion occurred, I created a paper portfolio of America's strongest stocks, including the only AAA-rated ones, Johnson and Microsoft. 20 megacap stocks, broadly diversified. Just looked at those twenty, and yesterday that group turned negative It's off less than 1% since the invasion, with a drop yesterday of 2.9%. So even the most durable stocks are edging downward. My bonds haven't helped much. The longer-term ones are off about 10%.
I wonder what will become of IHUB without "action," since most members -- not me-- are here for gambling entertainment and this casino if plenty empty lately.. ..
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