The Next Big Crash - Are You Prepared?

[Wildreamz]

Actually, the market has run up so much in so short a tine, I dun see much margin of safety for most counters under my radar.. I think GSS will really only be here if market correct around 10%. If a few months ago, u didn't buy something because u feel it didn't have any margin of safety, I seriously doubt the current shallow correction can offer u that unless you miscalculated the growth or value wrongly at the beginning. Sitting back and doing nothing required more emotional strength than I expect, esp, when u are hoarding more cash than usual

S-Chips and non-REIT property counters in general still look cheap to me.

Unfortunately, they also did not correct much, relatively.

I seriously dislike owning cash. I calculate my portfolio annual returns based on my total holdings, including cash.

Edit: Recently read up on Warren Buffett's investment style. Although he only invests when prices are sensible, when spare cash is available, he often parks his cash in arbitrages opportunities rather than keeping it in banks. Perhaps one may consider this option.