That will be my strategy as well. Rebalance on the way down. And maybe even increase my planned allocation from 80% to 90% momentarily.
Some might say this crash was easy to foresee. But it was not for me and it was never my strategy to sell anything unless my allocation was calling for it.
I can only hope that the markets stay here or maybe even lower for 1-2 years. Gives me time to put in my monthly savings and average down. Still 12 days to my next paycheck. Never waited for it so desparately.
You say blocking international travel between Europe and USA will not slow down the spreading in the US?! Please do the math: take the 10 largest Airports in the US, get the numbers of daily passenger turnover, get the daily numbers of Arrivals from Europe, assume 1-2% (thatâs conservative) are a carrier of corona, and then get the ratio of passenger of Europe and US passenger doing inbound transits and then divide that ratio by 10 an assume that is the amount of US passenger that will continue to spread the Virus in the US.
Then we can discuss again if that measure is not effective in locally slowing down the spreading.
Iâm sure it might help some, but not a lot. At 80k (from a quick research) daily arrivals from Europe (and I guess already dropping since people started travelling less), itâs likely that local infection spread is already creating more cases than imported ones (itâs the US they donât test much yet, and donât have much idea how many cases they actually have).
Especially if all the domestic travel is still going on.
Iâm sure we will be happy by end of this year.
This is not comparable to any of that outbreaks, they should have considered the spanish flue as well in the graph, but the spanish flue actually infected the working age population (the older people were partly immune) so itâs effect was even worse. But yes in any case after this Corona Episode stock-markets will grow again exponentially - actually it is logarithmic but no one lives long enough to see the saturation level.
Interesting, but it doesnât mean that the stock markets are automatically immune to anythingâŠ
During previous outbreaks, people were worried about their money. Now they are worried about their lives.
The only thing Iâm asking myself is when should I invest the 5k cash I still got free and the 17k pension fund money Iâll send to VIAC in May. DCA? Lump sum?
@glina
Worried about their lives, lol. Iâm more concerned about starving to death now or going out of toilet paper due to those morons rather than dying from the virus itself.
I start investing again around 1-2 weeks before first quarter results, everyone will think they are going to be super super bad so price will be super low by then, maybe it drops, maybe we realize that thanks to financial crisis in 2008 a lot of companies are more robust, maybe we realize that it is much worse than expected and then it continues. We will for sure have a big jump when the new president is confirmed in the US (check history).
Iâm personally going to drop some money into the market today or tomorrow.
In 12 days (24th) Iâll invest my salary.
In 20 days (1st) my transferred 3a will be invested into Viac Global 100.
DCA: if markets recovers fast, youâll miss out on low prices but your previous bonus investment will be back UP, so youâll feel good. If market stays here, no difference from lump sum. If market goes lower DCA gives you better prices and better sleep than lump sum
Regarding rebalancing, an often recommended allocation is 80% stocks, 20% bonds, to âsmooth the rideâ. But this advice usually comes from the US.
maybe not you, but your parents and grandparents have a much higher risk of dying
Asia and Europe down -5%. SP500 will follow. The bull market is officially over.
I think it wonât change much. The CHF is strong because it is CHF, not for any other reason linked to what is happening here. At least not so âshort termâ. I believe what matters is âvery long termâ, like the stability of the country etc. Itâs a bit like gold probably.
CHF Cash might be better than USD bonds at the moment.
Your whole comment stinks of âI know how to time the marketâ, âI know how to learn from history better than othersâ, âI will outsmart the other suckersâ. You think there arenât millions of people who think just like you? To really outsmart the market, I guess you need to think many steps ahead, and not just some basic facts. Itâs like this Rick & Morty episode where Rick built a robot that would go rogue and then they went on to argue for hours who one-upped whom 
Whatâs your plan with the rest of the cash you got?
I watched the bull getting burnt alive with oil while it was laying on the hospital bed down with a viral infection. But that was last weekend! Itâs Thursday today.
Just got me some Asia ex. Japan at 2016 prices. Nice.
Will be selling precious metals today to rise cash.
