Have to say this might be the worst day of Underperformance I have ever had to actually be trying to breakeven (Still down) (Granted not a ton), but still) in a market that is up this much can't say this is pleasant. Haven't been able to get anywhere near fully invested since July exodus, and right now have over 70% cash and bonds, and most of my ideas have litterally ran away from me, by a huge margin. Hence Can't see reinvesting cash anytime soon. Just have to wait for my shot, because one thing I won't do is chase the insane rally on most stocks today. There are some exceptions (I happen to own alot of those today allready), but hard to justify buying anything after this rally. Especialy considering all these polcies are not going to be positive, like the tariffs that are a coming in my opinion. All is just my opinion, and I could always be wrong though.
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