Yesterday’s post on “Pulling The Weeds” from our portfolios got some great feedback, so thank you for that.
It also prompted a question about whether we should be adding Equity exposure as the indexes go higher or if we should be lightening up and trying to add back on weakness.
This is a very personal question that’ll look different for everyone in practice. In this post, I want to provide a framework to use when thinking about this so you can identify what’s most appropriate for your portfolio.
Remember, our job as Market Technicians is to ask the right questions and then allow the market to tell us the answer.