This is a mobile optimized page that loads fast, if you want to load the real page, click this text.

Market Crash 2025

So the Yanks are going gangbusters again....

What can go wrong ?



gg

So , what was the last half year about? A couple of nasty wars, torpid economies, a U.S president determined to make things up as we go along, a new govt here that seems bereft of ideas and energy.

Thankfully there's a stock market. BYE the dips.


.
In my name, took out dividends and added one small position. And SMSF is similar
 
So roughly flat on last 6 months?
 
mine were mangled by take-overs and the TRS one to start the second half in a similar manner

my major concern is my best-performed stocks are trading at ridiculous values in many classes , and are probably not sustainable , even No. 2 holding WES and No. 3 holding MQG look over-priced currently

have shuffled and tweaked as best i can ( to recycle the take-over proceeds )

but 'set and forget ' is almost a 'Game Of Thrones ' strategy in the current market
 
throwing off enough dividends , that's what I care about. ... Point to point performance is abstract, and meaning less and less as time passes.
a fair point , but some of my juicy positions were swallowed up by predators looking for cash-flow

i was chasing a 'livable income ' as well but achieving that is harder than it looks
 
Take the Money & run ha ha....you can always buy back in when the market eventually reacts & comes back to a more reasonable valuation!
 
I'm up a quite a bit for the year in my super fund. About 10% not counting my contributions (which adds another 4%).
It's good being able to switch to stable when required. Costly to do that if you run your own super.
 
Is this market is due for a correction if not a proper crash? I've been selling stocks in my trading account and increasing the cash component. I haven't made any great adjustments to my long term SMSF account but have been for some time now only buying if I sell a stock or not replacing. SMSF no real change in gross amount in stocks but PMGOLD, credit etf's and stable divie payers a major component. Just me I guess. Every one else seems gung ho.

gg
 
Question....Why is the Market Selling off defensive Stocks?

The Last time i looked at the ASX100 There wer'e 21 stocks in the Red!

Of These i would consider 14 in the Defensive space around 67%

Is this FOMO?....Are people Buying into a Rising Market that is starting to Cause a Bubble?

Are we Heading for a Big Correction or Crash?

My un-educated view is the Smart Money will,if they are not already doing start rotating their money into these Defensive Stocks & those who are Chasing this Runnaway Train are going to be left with the aftermath of what may be Coming?

I see Human Nature & greed starting to bubble to the Top!
 
I put that ^^ into AI and didn't come up with an answer.
 
i got a 6 figure paper gain today, one of the best day ever and this afternoon started reducing.
we are in the crazy exuberance phase IMHO
so should i move conservative, cash or even bonds..the horror or bear ETFs?
decision decision decison
october is coming, if not crash at least a slight correction would be expected very very soon..just a feeling so far
 
depending on what YOU called 'defensive ...

my 'defensive choices ' are nowhere down enough to tempt me to add ( in general ) , not even BEAR

they might be lower but many aren't good value , maybe the conservative LICs might be a reasonable compromise , they smooth divs pay some franking and don't normally take outsized risks


now correction or crash after 2020 , some might suggest we have had a correction , without a broad-based recovery , but will a bigger crash still come ( in the next two years ) , some economies are worse than a joke , official data is often suspect

and pick a likely trigger for the collapse , including a second part to the yen carry-trade ( has that been fully unwound ?) there are plenty to chose from

one possibility is we are 'climbing a wall of worry ' , sure there is still the rare ' fair value stock ' , but many valuations are unrealistic ... but if the market is fixated on capital gains , valuations mean little to the current buyers ( look at the crypto-frenzy for validation of that )
 
2 options

1. Use panic mode and switch your trading style

2. I am not making fun of everyone nor be littleing people but those who has never accept reality ( defeat /loss) would turn a trading into long term investment and someone over here has write a thesis to justify this action but I believe this is not a wise move.

Either one you choose that is your choice as with me I have prepared a view ingredients for my own recipe
 
depending on the share ( and you have to choose carefully or be very lucky ) you can average down , and grind it out , and it might take for or 5 years to come out very nicely

i normally resist panic-mode , even in real-life situations

PS you would be amazed on how quickly a company can fold ( beware of over-optimistic presentations )
 
Cookies are required to use this site. You must accept them to continue using the site. Learn more...