MHh
07-31
I think august will be tricky. The hopes of a rate cut has been lowered as inflation might be very sticky. There will also be many who will take profit. However, as trump strikes many deals with the various countries, the market might continue to rally and historically usually august tends to be green when July is green. So I think there is equal chance of either way.


If marker corrects by 10%, I will prefer to hold as it will be just a few more months to the Santa rally and there might be rate cut end of the year. It would still be too expensive for me to buy more.


I would be monitoring VTI and SMH if potential dip buying.


A 10% might be possible given current valuation but 20% would be worrying.


It depends on one’s investment horizon. In the longer run, market tends to go up and so the saying of time in the market more than timing the market. This was just proven with the recent sharp drop with trump’s liberation day. I would prefer to watch portfolio proportion to manage risk.
SeptemBEAR is here: Are Your Portfolio Ready for Volatility?
In September, the VIX may fly as we may see September Effect hit again. ------- 1. Is the market in danger with September effect approaching? 2. What's your strategy to cope with risks?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment
1