← Back to context

Comment by rkomorn

9 hours ago

Yeah I kinda regretted writing "crash".

Your comment lines up with my sentiment, though I don't put a ton of stock (pun somewhat intended) in mine due to "amateur" status.

But I guess the "if not US, where?" question remains for me. Diversity "everywhere", try to be smartly selective?

4 comments

rkomorn

Reply
Esophagus4  8 hours ago

I am not a CFA, and this is not financial advice (and I believe you learn what people really believe by what they hold, not what they say :) )

So telling you what I hold: I’m long the market, mostly in US equities (60%), developed economy international equities 20%), and intermediate term US bonds (20%).

My investment horizon is 20+ years, so in general, I don’t pay attention to the short term vol.

  • rkomorn  8 hours ago

    That's not too dissimilar from mine.

    I have cash I need to invest. I'm not looking to change any of my existing investments, so it's more a question of what the right move is there, with the wrinkle that I now live in the EU (again) after spending my whole adult life in the USA.

    I don't believe (or have interest) in making any short term moves. I don't think I need to (and feel very fortunate).

    We have the same 20+ horizon, but I guess the crux of the issue (and the point of my initial entry into this thread) is: how different do I think the world will be in 20+ years, and even if I'm confident it'll change, do I know what it'll become to make the right moves now?

    I don't think I do (and I'm somewhat skeptic anyone else really does either).