$NASDAQ(.IXIC)$ $Nasdaq100 Bull 3X ETF(TQQQ)$ $Nasdaq100 Bear 3X ETF(SQQQ)$ $Invesco QQQ Trust-ETF(QQQ)$ $NASDAQ 100(NDX)$
Good to know that one of the very few analysts who correctly called the bull market is also recognising that the market is perhaps getting a little too greedy at the moment. I share the same view, still bullish, but am certainly paying more attention to valuations and themes for 2024 rather than just buy-and-hold.
Lots of money still sitting in money market funds too. Certainly possible that markets could go higher.
I am thinking maybe stay overweight equities, but be more selective and go for the undervalued themes.
Have patience hold cash and the opportunities will come to you. As Munger said: it’s not the buying and selling that makes you wealthy. It’s the waiting
That would be my plan for 2024.
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