I’m guessing recovery starts in earnest around the second week of April when things get warm and the new cases start to fade. I switched all my stocks to money market and bonds in early Feb before I took a hit. I think I’ll re-enter right after Easter.
That’s close to what I’m projecting as well. I’ve bought into some call options spread from a start of April through Sept depending on which had the better value. They bounced around during the week and I put in some more when things dropped each time.
I’m figuring it’ll be bouncy again next week and then things will steady out and start to recover as better information on the situation comes out. I’ve avoided transport so far and focused on energy, SPY, & QQQ. I did a play AAAPL Friday of last week, but just the one and sold on Monday for a big gain. I think transport will have the longest road to recovery so I’ve held off on those expecting a deeper bottom.
I have a bunch of covered calls that come due this month that I expect will all work to my advantage, so now I just watch for additional dips and sprinkle in as they occur.