General Discussion

no_hypocrisy

(50,000 posts) Sat Jan 11, 2025, 07:05 PM Jan 11

I called my financial advisor yesterday. [View all]

Straight out told him to tell me how protected is my portfolio for the next four years. I conceded there will be some losses. But would my portfolio be relatively intact after Trump leaves office.

I was reassured. We reviewed how I'm 75% invested in bonds and the 25% in the market is in strong stocks that regularly pay dividends. I asked for conservative investment and I have it.

I don't have a pension and I'm relying on my investments to fund my eventual retirement.

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38 replies

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I called my financial advisor yesterday. [View all] no_hypocrisy Jan 11 OP

I'm in the midst of the same analysis PJMcK Jan 11 #1

Thank you. I'm interested in your thoughts. no_hypocrisy Jan 11 #2

I'm worried too. dem4decades Jan 11 #3

i just moved around a bunch Arger68 Jan 11 #4

In general, Trump's tariffs would be inflationary and increase interest rates. surfered Jan 11 #5

I am looking at moving some holdings.... lastlib Jan 11 #8

"tariffs inflationary and increase interest rates" ... Until they don't Bernardo de La Paz Jan 11 #11

Agree. When we see deflationary pressure, I will begin going to longer maturities surfered Jan 11 #15

Unless trump can convince his wealthy backers that the USA will be much better off in 4 years with tariffs bringing Silent Type Jan 11 #6

Yep, I've been telling people to miss this upside ... it aint going to be big enough to chase and better to sit in bonds uponit7771 Jan 11 #7

I have 3 stocks I'm in and the rest in short term treasuries. 58Sunliner Jan 11 #9

Yesterday WmChris Jan 11 #10

Bookmarking because I can barely make sense out of any of this stuff and must move from almost all money market to mahina Jan 11 #12

Get a reliable financial advisor. no_hypocrisy Jan 11 #13

Thank you. That has proved very difficult. mahina Jan 11 #14

You're pretty safe investing in an S&P index fund flamingdem Jan 11 #17

I think this is good advise Unwind Your Mind Jan 11 #18

I'm curious to see whether a broader move to private equity will occur, and the impact on public markets lostnfound Jan 12 #22

Private equity for the public is like leaving a steak on a counter for a month Bernardo de La Paz Jan 12 #23

True. And then they get the repubs to bail them out flamingdem Jan 12 #27

My fear is we won't be allowed to avoid it. Most 401k holders... lostnfound Jan 13 #34

Many private equity ventures don't return money to the investor flamingdem Jan 12 #25

I'm back to 60% equities / 40% bonds Shermann Jan 11 #16

I've been watching my investments too. CaptainTruth Jan 11 #19

Supposed to be a high volatility year flamingdem Jan 12 #28

We are in a similar situation. But... ProudMNDemocrat Jan 11 #20

Good job! I know it can sometimes be scary to have these Mike 03 Jan 12 #21

On Nov 15 2024 Karma13612 Jan 12 #24

If you can't risk that seems okay BUT flamingdem Jan 12 #26

Yes, Karma13612 Jan 12 #33

We did the same if..fish..had..wings Jan 12 #29

My best friend died in Oct Marthe48 Jan 12 #30

What will happen to international investments? AnnaLee Jan 12 #31

I am tempted to just say... mercuryblues Jan 12 #32

How about short-term (6-7 mo.) CD's? I'm old and want to keep things liquid in case either of us needs expensive care. albacore Jan 13 #35

financial advisors heads in sand MBF Jan 18 #36

Tend To Agree ProfessorGAC Jan 19 #37

I'm in Greg_In_SF Jan 19 #38