Wary of stocks that is. Our portfolios are all back to their pre-crash highs. September was very good to me. CAT, MO, VZ, APPL, MCD HD, F, BRCM and a few others have really worked this year. Ironically, some of the stocks (MCD, VZ, MO) I bought as a pure dividend play, companies with lower volatility in their share price, those have really rocked since I bought them between April and June. Verizon up 26%, Altria up 22% in a few months. That will pop your annual return.
Stocks are still cheap. Of course if somebody lights up a nuclear device in Times Square the S&P will shave 20% in a day, while the money in your mattress will not shrink. So it goes.
Hey, this has worked for me for nearly a decade. Average annal returns that range from 10-18% in our various accounts. And that through the worst stock market crash and selloff since 1929. I piled into more stocks in March of last year. I figured that while it was a scary time to buy equities, they were so cheap that if they actually sold off much more we'd have much bigger worries than what our 401K's are worth. Like Mad Max stuff. In which case it wouldn't matter.