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How are you managing your portfolio around the war?

...
.,.,.;;,;.,;:,:,,:,.,:,::,..;.,:,.:;.:.,;.:.,:.::,
  03/20/26
100% sgov, waiting for a 50% crash in gold and i'll switch o...
UhOh
  03/20/26
you're literally all cash?
.,.,.;;,;.,;:,:,,:,.,:,::,..;.,:,.:;.:.,;.:.,:.::,
  03/20/26
yeah. this feels like a covid situation and i don't want to ...
UhOh
  03/20/26
i think it can get worse particularly with it aligning with ...
.,.,.;;,;.,;:,:,,:,.,:,::,..;.,:,.:;.:.,;.:.,:.::,
  03/20/26
i don't mean shutdown, i mean market devastation. sustained ...
UhOh
  03/20/26
i think there will be an aggressive fed put especially under...
.,.,.;;,;.,;:,:,,:,.,:,::,..;.,:,.:;.:.,;.:.,:.::,
  03/20/26
something like a world war, energy crisis and global recessi...
dupa
  03/20/26
I don't know what to do anymore I no longer think the mar...
logged in poaster
  03/20/26
Markets are inherently unpredictable or else or else people ...
Gay Grandpa
  03/20/26
People always say that but it's not true. Stupid people defi...
logged in poaster
  03/20/26
actively managing my portfolio has never worked. even when i...
:-P
  03/20/26
60% cash
,.,..,.,..,.,.,.,..,.,..,..,.,.,,..,.,,.
  03/20/26
...
lib quotemo = literally WLMAS = dumb nigger
  03/20/26


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Date: March 20th, 2026 1:37 PM
Author: .,.,.;;,;.,;:,:,,:,.,:,::,..;.,:,.:;.:.,;.:.,:.::,




(http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2Reputation#49757680)



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Date: March 20th, 2026 1:37 PM
Author: UhOh

100% sgov, waiting for a 50% crash in gold and i'll switch over.

(http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2Reputation#49757682)



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Date: March 20th, 2026 2:48 PM
Author: .,.,.;;,;.,;:,:,,:,.,:,::,..;.,:,.:;.:.,;.:.,:.::,


you're literally all cash?

(http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2Reputation#49757904)



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Date: March 20th, 2026 3:03 PM
Author: UhOh

yeah. this feels like a covid situation and i don't want to be anywhere near it. you could very easily be down 50% in a few months here.

but i'm a trader, so it's not uncommon for me to be in all cash from time to time. if you're a 401kmo i guess you just keep making your regular contributions.

(http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2Reputation#49757945)



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Date: March 20th, 2026 3:12 PM
Author: .,.,.;;,;.,;:,:,,:,.,:,::,..;.,:,.:;.:.,;.:.,:.::,


i think it can get worse particularly with it aligning with tech layoffs. but covid world-shutdown circumstances would take a lot to get to.

(http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2Reputation#49757964)



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Date: March 20th, 2026 3:15 PM
Author: UhOh

i don't mean shutdown, i mean market devastation. sustained higher energy costs will cannibalize everything.

(http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2Reputation#49757968)



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Date: March 20th, 2026 3:31 PM
Author: .,.,.;;,;.,;:,:,,:,.,:,::,..;.,:,.:;.:.,;.:.,:.::,


i think there will be an aggressive fed put especially under the new chair but if we get to that point it means we're going lower first

(http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2Reputation#49758023)



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Date: March 20th, 2026 3:17 PM
Author: dupa

something like a world war, energy crisis and global recession?

(http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2Reputation#49757971)



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Date: March 20th, 2026 2:53 PM
Author: logged in poaster

I don't know what to do anymore

I no longer think the markets are rational and I'm not confident in my ability to predict or understand them

(http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2Reputation#49757922)



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Date: March 20th, 2026 2:59 PM
Author: Gay Grandpa

Markets are inherently unpredictable or else or else people with higher iq would have an investment edge. But they do not.

(http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2Reputation#49757942)



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Date: March 20th, 2026 3:32 PM
Author: logged in poaster

People always say that but it's not true. Stupid people definitely underperform compared to smart people

What's true is that past a reasonable level of intelligence, additional intelligence doesn't give you an increased return

Anyways I'm 69 IQ anyway but that's still smart enough to have the self awareness to admit that I no longer feel like I can predict economic changes with any degree of accuracy beyond that of a stupid person

(http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2Reputation#49758028)



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Date: March 20th, 2026 3:20 PM
Author: :-P (gunneratttt)

actively managing my portfolio has never worked. even when i outperform the market it's not enough to justify the effort. now i just automatically allocate to funds and let do.

(http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2Reputation#49757981)



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Date: March 20th, 2026 3:23 PM
Author: ,.,..,.,..,.,.,.,..,.,..,..,.,.,,..,.,,.


60% cash

(http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2Reputation#49757993)



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Date: March 20th, 2026 3:29 PM
Author: lib quotemo = literally WLMAS = dumb nigger

Post removed by moderator for violating The Law of The Land.

(http://www.autoadmit.com/thread.php?thread_id=5847909&forum_id=2Reputation#49758014)