Is it a good time to put more money in your porfolio?

Question

Is it a good time to put more money in your porfolio?

Answer 1

Well, honestly, I don't think so, not yet, unless you are good stock-picking expert. Most seemingly cheap stocks now (i'm looking at you financials) are not undervalued in my opinion, as more pain is waiting down the road and their future growth prospects are in jeopardy.

I think, now cash is king and it is all about capital preservation and risk avoidance (not profit making). Puting your money aside is not good idea either in this inflationary times. Try to invest in very liquid, moderetly rewarding assets (there is more than just stock market). I would say Gold but I am not sure as it is not a transparent market now. I would discourage you from oil and other commodities. Try some inflation indexed treasuries if you can get your hand on them. Try energy companies (and their suppliers). Try low-cost necessities retailers (they tend to do well in a recession). Most certainly, do not put more than 25% of your money in any individual asset (diversify) and hedge all your risky positions (hedge your long position in any individual stock, if you choose to do so, by taking opposite position in its sector/ industry index(ETF)). And if you are an investor (long term buy and hold) if you are confident you found a cheap stock, than be patient.

Answer 2

put your money in your portfolio in the cayman islands or switzerland. buy gold. or buy gold and bury it in the backyard under a cement slab.