[Specie33]

This is where I am at. Watching savings from a liquidity event get eaten away. At the same time not trusting to dump into a very highly valued market. GLD, Crypto, Land, Oil, Food. Odd thing i have been buying is old steel body trucks, 1990 to 1998 - Single cab, 8' bed. My wife is not happy with this, but i see it as a great way to park 5 to 30k in a physically investment. Problem is, I don't want to store 100-300 of these.

Anybody have any other ideas?

[nickpp]

Change your thinking: instead of targeting the largest gain, try going for the smallest loss. Take into consideration that anything you think will happen, you may be wrong. Thus, there is only one solution: diversify. Some stock, some ETFs, some real estate and keep some cash.

But what do I know?!

[Specie33]

Good point. I recently got (for me) a lot of long term financed debt at a low fixed rate. Also buying tax liens for the first time. Just looking for items outside of the "" System.

[vineyardmike]

Take a look at some conservative designed portfolios, eg. the Ivy Portfolio, the Allweather portfolio, cockroach, etc.

Many are designed to have smaller swings up/down. While they may miss booms and spikes, they draw down less during volatile markets and downturns.

I dont use it but many on internet (and coworkers) use M1 - you can just set a target ratio and the service will auto rebalance for you.

[DaveExeter]

>old steel body trucks, 1990 to 1998

Is that an asset that will hold value? Rust never sleeps.

[Specie33]

Lot of people want old trucks now as many are used for work vehicles/beaten to death, the really premium examples appreciate more. I live in a dry climate so I dont have to worry about rust, really just UV damage. Problem is I dont really want to own a field of trucks, just looking for hedges.

[llampx]

Why so bearish?

[Specie33]

I struggle with being too bearish. But I am right every once and a while.... which really is all it takes to self reinforce the idea. I feel something is off is all. Companies and what make to what they are valued i just don't see as realistic right now. If you run a M+A value on almost any company in the market for instance and you had all the money in the world you would not get a good deal right now. I also think that's why WB/BH is sitting on 130+billion in cash and getting killed by inflation, they would rather take that hit than accept the risk of a bad investment.

[redisman]

Because every market has doubled in value since march 2020?

[prewett]

Even worse, prices have doubled but dividends have remained about the same (that is, yields have decreased).

[llampx]

That's bearish? I'm being somewhat obtuse, but this bull market is not over yet.