03-25-2020, 10:38 AM
The world changed everyday recently, but it seems most of major economics have been in locked down mode. And a deterministic signal to me is that the Fed push out unlimited QE. My pessimistic view changed and feel things perhaps won't get worse from here by more severe events.
Therefore I have re-entered the market with 30% of my cash holding today, those will become my baseline of the new portfolio.
Therefore I have re-entered the market with 30% of my cash holding today, those will become my baseline of the new portfolio.