Thursday, 7 February 2019

How Long-term Market Cycles Retail Investors Should Be Measuring Their Investing Performance???


How long-term market cycles retail investors should be measuring their investing performance across many market cycles???

Ownself beats ownself?



Last Bull at Oct 2007 vs Historical Peak and Current


























Last Bear at Mar 2009 vs Next Bear (2019/2X) and Current



How much is the opportunity cost in this market timing game?



Climbing up wealth Mountain during wealth accumulation has to be different from going down wealth Mountain during wealth sustainability or decummulation.



Let see!




2 comments:

  1. One relative was surprised at me not doing anything. Can like that meh look in his face? :-)

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  2. Hi Uncle8888,

    If 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??).

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