The market is putting people to sleep. I just don’t see much changes in earnings that shows earnings will improve in a meaningful way. The dividend stocks have been doing ok but I am not adding much.
If I am adding its just that I am familiar with them and are edging in from the technical perspective and NOT because they present a huge margin of safety.
This means that I would have exited when I see a good profit can be realized or that there is a sniff of danger.
Now is a good time not to be too itchy fingers. A low yield environment makes equity look more attractive than debts.