The Thread Formerly Known as No Rest For The Wicked Message Board

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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked

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To: Mark Konrad who wrote (85304)	1/6/2000 5:18:00 PM
From: charlie mcgeehan	Read Replies (2) of 90042

you know its an interesting position at the moment. if everyone who said they were going to cash in mid to late dec had done it they would be in a very enviable position at the moment. i didn't go to cash but i had no holdings in tech . i hope we see a few more days of this. i can't wait to pick up amgn. novl and a few others at prices i didn't think i would see again. if i may be so bold as to make a suggestion to folks here always keep 40% of your portfolio in cash. every single week of the year there are opportunities for investors with cash. if you use your 40% cash in a buying opportunity then free up some more cash by selling your worst performers. if you can follow that pattern you will dramatically increase your gains in a year. jmofwiw charlie

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