Mutual funds in my 401k for a staglationary type environment

[Anonymous]

All is great now, but stagflation is coming. Product prices are rising and layoffs are coming. I figure safe sectors will be gold, energy, real estate and commodities. However, for the next year I can see interest rates going down and some continued euphoria in the market, but in two years I see stagflation kicking in. I am
15 years from retirement.

I want to adjust my 401k holdings for the coming stagflation on the horizon. Can someone rate my portfolio and provide any suggestions? It’s all mutual funds because there aren’t ETFs available.

Gold heavy for the stagflation years 30% VGPMX and 20% fsaGx, 10% bonds like VTBLX market, 15% VTIAX for China, 10% PSLDX for some risk. 15% FXAIX (Sp 500). This is a mix of precious metals, bonds and a little international stocks and some domestic.

I figure I’ll hold this type of defensive portfolio for a while during these lean inflation years, but if I see or feel we reached a huge discount for US or international stocks will rotate back in to stocks and buy some momentum or other Vanguard US all market like VSMPX or like VITAX for growth.

[Anonymous]

OMG, what makes you think this is a good idea?

A lot of people who are smarter and significantly more knowlegable than you aren't recommending this nonsense that you came up with.

[Anonymous]

It’s not nonsense. Stagflation is coming and you sound like you’re going to be left holding g the bag. The market only goes up, right?

lol. Bookmark this post and let’s talk in two years.

I’m buying VGPMX, VTIAX, rare earth related stuff and international stuff and diversifying in addition to my US S&P index funds. You can continue doing whatever the fk it is you’re doing. But I bet my method is more profitable.

[Anonymous]

Your buying bonds to prepare for stagflation?

[Anonymous]

Anonymous wrote:Your buying bonds to prepare for stagflation?

5% bonds. Mostly rare earth minerals that are domestic like UUUU, USAR and MP materials and they are getting gov grants for domestic purposes. also, gold ETFs that I can sell when it gets high enough and then will buy stocks, both US and international, when the market crashes.

I may even do the hedge fundie type of UPRO/TMF thing when stocks are low enough in price and ride it up.

[Anonymous]

Anonymous wrote:It’s not nonsense. Stagflation is coming and you sound like you’re going to be left holding g the bag. The market only goes up, right?

lol. Bookmark this post and let’s talk in two years.

I’m buying VGPMX, VTIAX, rare earth related stuff and international stuff and diversifying in addition to my US S&P index funds. You can continue doing whatever the fk it is you’re doing. But I bet my method is more profitable.

According to every study, you are about to get destroyed!

Please post your credentials and track record of beating the market on a risk adjusted basis.

[Anonymous]

Post “every study” and I will post my credentials.

[Anonymous]

Anonymous wrote:Post “every study” and I will post my credentials.

GFY first and then I will post "every study."

[Anonymous]

Anonymous wrote:

Anonymous wrote:Post “every study” and I will post my credentials.

GFY first and then I will post "every study."

ha ha your anger is a joke.

[Anonymous]

Should have stayed away from mutual funds and 401k unless threatened with bodily harm.
Not sure why all isn't in S and P 500 etf and then you invest on your own in Roth and in taxable accounts. No need to make it all so complicated.
The little money you make goes to fees and taxes in retirement.
I invested 5 years only and retired.
You are letting someone else do it for you and you still have to work. The professional should have get you to retirement long ago.