Originally Posted by
Valuegrowth
I also was worried. After listening to it, my worry disappeared. After all, it’s not the end of the world even if there is a recession,stagflation or deflation.
They know markets are over valued, but not timing the market. They are also constantly looking for attractive value stocks like me. In addition to going against the diversifcation, they invest for the long run as well. Intelligent investors will look for attractive stocks which are trading below the market price and trading below the prices of peers in the sector in a situation like today. As I said before, I am not going to pay historically very high PE ratio for stocks when I can find attractive low-leveraged dividend champions, value and neglected companies with long term potential in markets. Currently, my few stocks are beating world markets. As I said, my portfolio is filled with defensive stocks and most of the time, I’m fully invested while re-balancing my portfolio periodically. Good luck for you trading!