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Author: suaspontemark   😊 😞
Number: of 1233 
Subject: derisking - down to 65% equities
Date: 06/23/26 7:20 PM
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The lowest in my investing career:

1) I'm retired; I don't need as much risk
2) Shiller PE of 42 is pretty lofty.
3) Shaved down from 75/25 to 65/35 in the last week, and I expect to skew more towards equities but only after another 1987/2001/2009/2020 type low. We caught the last two pretty well on the low points and I expect another one when the obsession with AI and SpaceX mining asteroids for gold ends.
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