We know what they want - my internal investment notes. What am I looking to buy or add to? What is the most beat up that I love? If I had a gun to my head and was forced to speculate or gamble - what would I look at?
The key thing to remember is that a globally diversified stock and bond portfolio is not something you trade in and out of. You plant the seed, water it, take care of it, and make small adjustments to keep it growing. On top of that, you have to add stinky stuff to the soil from time to time in order to harvest sweet smelling profits. That is my lesson for the day.