12 Apr 2025 8:55 am
That is not how I would have rolled...Fuelman » 12 Apr 2025, 8:47 am » wrote: ↑could you possibly be a sock for our financial advisor?
We got an earful from our advisor yesterday, thought we were watching MSNBC.
We will be putting some down side pressure on the market over the weekend selling $120k in US equities, going from 80/20 to 65/35. We weren't in that bad of shape, only down 6% as of yesterday. Our portfolio is set up as moderate risk so we don't get the big swings.
Suppose it's prudent to limit exposure so we rolled with his advice.