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Technology Stocks : Discuss Year 2000 Issues
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To: Rarebird who wrote (6448)7/10/1999 4:19:00 PM
From: Technologyguy  Read Replies (3) of 9818
 
Let's see 1/3 gold mining stocks and 2/3 cash.
How long have you been so positioned and what has the return been? How do you justify the opportunity cost?

I'm trying to figure out the best way to deal with my portfolio. I wouldn't be surprised to see a market downturn, both seasonally and Y2K worry driven, in October-November, providing some buying opportunities toward the end of the year. I don't buy into the EOTWAWKI scenario for North America, so I will continue to stay in the market to some degree.

What are other's timing plans for being in and out of the market?
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