Since I think the stock market is well overvalued, high yield credit is starting to show distress and that we're in an unfavorable seasonal period for equities, my portfolio is defensively positioned and mostly in bonds, preferred shares, cash and some equities.
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My Defensive Investment Portfolio
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Since I think the stock market is well overvalued, high yield credit is starting to show distress and that we're in an unfavorable seasonal period for equities, my portfolio is defensively positioned and mostly in bonds, preferred shares, cash and some equities.