The Justa & Lars Honors Bob Brinker Investment Club Message Board

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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 5:32:00 PM
From: Zephod	Read Replies (1) of 15132

>>I think in the newsletter Bob will for the first time since the beginning of the mega bull call for a less than 100% invested position in the equity portion of the portfolio.<< Marc; Bob mentioned January is the perfect time of the year to re-balance the portfolio. I believe he wants to spend time on asset allocation because now is the time to do it, nothing more. >>bear call is imminent. I see no evidence of this (in anything Bob has said) ..IMO he remains fully invested. Good luck.

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