Subject: Re: Breakdown
All of the above said... we are also coming into the historically strongest "season" for investing.
FWIW I'm 30% money market, 25% global high yield, 25% short term treasuries and 15% preferreds ATM.

Wish I could say with some confidence that Seasonal Historical trends will have "Strength" again this time.

I don't with War escalating as it is. But not sure now is the time to sell off my 30% invested in equities either.

GD_