Fresh money is going to projects like painting houses, bought a new car and paid it off in a few months.
I do add $500/month to one fund.
Shifted a few accounts like 529’s to a higher intermediate term bond/short term allocation.
I’m not frightened but I know it’s not a straight line up. When a portfolio is up 15-20K/month every month for over a year, it’s just prudent to be a little cautious, but I’m still about 65-70% equities.
Side effect, the higher stocks rise, the less likely I am to sell real estate as it seems to be the better relative value.
2/3 of assets in real estate now. I did think that we are coming up on the 10 year anniversary of the financial crisis starting. Still not seeing the signs that things will turn dramatically soon. Perhaps if the tax cut takes effect then Trump might learn what Clinton did about the the bond market.
Still really hard to see the bond market vigilantes taking over soon. But for anyone not familiar with the concept, not bad real about.
