Ignore short-term volatility, which is hard to predict anyway, and
keep portfolios positioned for a longer-term trend of rising stock prices and higher bond yields.
Don’t cut portfolio overweights towards equities, or you risk missing out on long-term potential for stocks.
Ride through a 10% correction to get to the next 50% run.
There’s no compelling alternative to stocks. If stocks suffer a correction in the next few months, rising yields may be the result, so
long-term bonds are not a great option, nor is cash.
Increase international diversification. For example, Australian and Canadian stocks relative to the S&P 500 are cheap as chips