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Ian Chew's avatar

Hmm defensives vs. cash in the event of a market crash? I'm leaning toward the latter for optionality but def see the appeal of the former given how cheap

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Callum Thomas's avatar

Indeed, agreed, defensive stocks will act as a buffer in equity portfolios but from an asset allocation standpoint I would say bonds are better for a deflationary/recession downturn or even commodities in the event of inflation resurgence

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