Jeremy Grantham was recently on Diary of a CEO talking about crash risk, and it naturally brings back names like Michael Burry from The Big Short. The thing is, if someone warns about crashes for long enough, they’ll probably be right at some point.
But the real question isn’t “will the market crash?”
It’s:
“What will I actually do if it does?”
For me, the framework is simple:
1. Only invest money I can afford to leave alone
If I need the money soon, it shouldn’t be in the market. Short-term money stays in cash. Investing money needs time.
In this week’s Behind The Portfolio update, I spoke about adding another £750 into the markets as I continue building this portfolio over time, with an added element now...
The Bank of England has held interest rates again, inflation is still hanging around, and UK investors are still facing an uncertain market
I’ve changed my dividend portfolio again. This time, I sold a UK dividend ETF, added an investment trust, and bought a new UK stock that most investors probably ignore.
