I was too, in a way. My assets are $10 in RE for every $1 in stocks and bonds. Given that ratio, I felt it was prudent to hedge my extreme RE long with a net short in stocks. As a result, my stocks are -15% or so as a whole YTD. Winners are short SPG and LYFT and long Hanes, iRobot, Kraft, really almost all my longs. Big losses in Tesla and MGI shorts, which I am holding long term. I suggest shorting both at current prices, but I’m perhaps a bad example!
