Saving up for the inevitable

The recent market dip has seriously tempted me to increase my position on singpost. According to the time proven recession and crisis life cycle, it seems not the best time to buy.

1997/1998 Asia monetary crisis
1999 Bailout, markets recovers
2001/2002 dotcom recession
2005/2006 global interest rate spike to fix recession, too much money to go around, markets booms.
2007/2008 derivative instruments consumes money. great financial crisis
2009 Bailout, markets recovers
2011/2012 US debt crisis, recession looming
2015/2016 Interest rates raised
2017/2018 too much money to go around, markets rally.

I can’t foresee what happens, another path would be a period of slow but surely continued growth for 20 yrs, just like after the great depression.

But im either scenario, Now I need to find a good way to grow cash from 2012 to 2015. Stocks has too much underside and I have a sufficient position on it, I do not feel comfortable to incur large paper loss when compared to dividend gains.

Guess the likely choice is to hold my dividend yielding stocks, wait for the interest rates to spike, which causes the bond price to drop in turn increasing yield and regain the bond position I sold off in 2008.

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