Originally Posted by
Baa_Baa
Definitely not going overweight, but happy to take a position around here and/or more into the 4's. Ridiculously cheap (all the RV's are), it's not like a RYM is going bust or their market is going away. I'll let my chart help me decide how much and when to get my stash, tempting as it may be to go all in now, it may go lower under current circumstances. Who would've thought RYM at 5 bucks, maybe even less?
It's not all that easy to recalibrate from a decade+ bull market to a downtrodden bear market, that still has very solid companies trading at well below NTA (and other metrics). It takes balls and nous to unleash capital into a once in a decade (or more) opportunity. Timing helps a bit, but in the scheme of things, anytime in the doldrums is the right time in the longer term. Not wanting to split hairs, trying to pick the perfect time.