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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: BDR who wrote (22136)4/3/2000 12:36:00 PM
From: LindyBill  Read Replies (2) of 54805
 
dale, I guess you want to buy insurance against a long term bear market. My solution is cash on hand. If you have enough non-equity to carry you though 3 years, that should handle about anything we will run into. If it lasts longer than that, you can join me behind the counter down at the
7-11. This whole subject is so subjective that no one else has the right answer for you. I go on the "sleep well at night" theory.

This has given me a lot of trouble this year. I cannot make my mind up on the correct ratio's for me, and I keep going back and forth.
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