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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: marc ultra who wrote (10929)1/10/2000 8:24:00 AM
From: Allan Harris  Read Replies (2) of 15132
 
I will stick my neck out and say he is going to do a true rarity-lower his 100% invested position to somewhere between 50-80% invested in the equity portion of a portfolio.

Would that imply an abandonment of his timing model? My understanding has always been that his timing model, the one he sites as being correctly 100% invested throughout the bull market, is an "either/or" situation, either 100% in the market or 100% out of the market.

A
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