Reply to Mutual funds in my 401k for a staglationary type environment

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[quote=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.

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