2024 Year End Review & Dividends – 3rd slowest increase in cash dividends
since 2011
-
Although 2024 started off as a year where investors were anticipating
whether rate cuts would happen (rate cuts eventually happened on 18
September 2024)...
2 hours ago
One relative was surprised at me not doing anything. Can like that meh look in his face? :-)
ReplyDeleteHi Uncle8888,
ReplyDeleteIf talking about the risk-exposed Tap 3 portion of your portfolio, then currently having 64% stocks to 36% cash (warchest) is perfectly logical, when current markets are not giving compelling valuations or yields.
I will say the main risk-on catalyst will be Trump-Xi deal. But even then may only provide a short-term boost to markets (12 months??).