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Politics : High Tolerance Plasticity
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To: geode00 who wrote (12758)3/6/2002 8:28:03 PM
From: Timelord  Read Replies (2) of 23153
 
geode - I don't want to argue about Bob, although I think he does have a good "show" as you put it, and I enjoy listening to it.

I do want to correct the impression that Bob recommended 32.5% of conservative portfolios invest in the Q's as this is blatantly incorrect. The "sample" marketimer page clearly states "of cash reserves" - which if the port was 90% invested (I don't know what it was, this is an example only), cash would only be 10% so 32.5% of 10 is 3.25%, which is within his 4% guidelines. You would have to know what his cash position was at the time he made that call to properly weigh the %.

Got to keep those statistics from lying too much or Mark Twain's ghost will be after you <g>.

Alex
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