Buy the dip??

MeteredOut

kempiejon said:

DairyQueen said:

kempiejon said:

And of course when equities decline and cash, gold or bonds hold value those holding different assets in fixed percentages, by frequently rebalancing will be pushing cash in stocks. I'm not that fussed but do have asset allocation as part of my control and I'm holding an unusually higher proportion in cash, bonds and gold. I might rebalance before the end of the summer, depends how much stuff moves about.

Erm....  bonds hardly 'held value' when equities declined this time. The 'rules' have been subverted. Government bonds only hold value whilst confidence in the respective government is maintained. US government appears to have compromised their reserved position in this respect.

Or. From my view using Vanguard etfs for bonds and equities over 6 months
global bonds hedged etf VAGP down 0.62%
global equity etf VWRL down 7%
cash - obviously deflated by 1.5%ish
gold up 17%.

Anyhow those with gold this time could reblance into equities, or buying on the dip, as part of correcting an unbalance in asset allocation which was where I hoped to have positioned my comment.

By cash, do you mean Money Market Funds (which by my quick check have gone up 2+% in 6 months) or actual cash? If the latter, surely it would be earning 2+% in those 6 months too.

Unless you keep yours under the mattress

kempiejon

MeteredOut said:

By cash, do you mean Money Market Funds (which by my quick check have gone up 2+% in 6 months) or actual cash? If the latter, surely it would be earning 2+% in those 6 months too.

Unless you keep your sunder the mattress

Ah good point, I usually hold so little cash in my investment pot that I over looked it would be parked somewhere earning something.

k6chris

IvanOpinion said:

"Buy the dip"
Has the orange one put himself up for sale?

I think the dip has now passed with the latest U turn on tarrifs.  Next week will be interesting to watch!

Hoenir

In days gone by the mantra used to be "sell the bounce".