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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: Investor2 who wrote (12218)3/4/2000 7:15:00 AM
From: Mr. BSL  Read Replies (2) of 15132
 
I2, The case for hedging: USPIX is down 9% already this
month but the funds I would have sold are doing nicely.

march since the bear call
PBHEX 8 % 63 %
MNNCX 7 % 32 %
RSEGX 6 % 46 %
VWEGX 7 % 43 %
USPIX -9 % -41 %

Gtot 3 % 11 %
NAZ 5 % 21 %

I just have to figure out how to rebalance the hedge, which
of course, is disappearing. Last year Bob said that in the
event of a bear call, one could hedge their techs by
shorting QQQ. In fact, a caller at the time, wanted to
know what to do with his CSCO,MSFT,SUNW etc that were
very long term holdings. Bob's great advice was to hedge
by shorting the NAZ 100 in the event of a bear call.
However, last Saturday when a caller tried to ask about
adjusting his tech hedge, Bob goes off on a tangent
claiming that the 6000 stock NASDAQ index is really
justa sector fund and has nothing to do with his call.
Oh well. Guess I'll sell a little PBHEX and put it into the
fading hedge!

FWIW, Dick
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