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dborehamyesterday at 7:24 PM2 repliesview on HN

> selling equities and buying bonds

There's an intermediate option: sell high P/E stocks and buy lower P/E stocks with dividend paying history. There are ETFs designed for this purpose too.


Replies

tossandthrowyesterday at 7:42 PM

That is also what I read in going risk averse.

In particular bulking up in EM, EU, and small cap. And slimming down in us large cap.

caminanteyesterday at 8:12 PM

Uhhh...you're describing something like QAI? [0] And you're going to short a portfolio of TSLA, NVDA, AMZN, META, GOOGL, MSFT, AAPL, NFLX, AMD...?

That's crazy.

[0] https://finance.yahoo.com/quote/QAI/