The model portfolio I presented last week can only be described in one way - “utterly gutless”. I still feel the new model was absolutely necessary and justified given the current economic circumstances. Just for fun, I wanted to present the portfolio I would recommend if I were completely agnostic on future economic developments. That model portfolio is presented below. This alternative model contains no “safety first” stocks. It is representative of how I would have invested up until about 2005.
"Transport me back to 1985, 1995, even 2005, and this is is how my portfolio would have looked, lots of names with economic sensitivity."
You mean, like, a contrarian play?