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Strategies & Market Trends : The New Economy and its Winners
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To: Bill Harmond who wrote (351)5/19/2000 4:43:00 PM
From: Robert Rose  Read Replies (1) of 57684
 
<I just don't personally have much use for the strategist's calls like "60% stocks, 30% bonds, and 10% cash".>

I don't either. That's my quandary. Outside real estate, right now I'm leaning toward 25% new economy stocks, the rest in interest-bearing instruments and perhaps some dividend-yielding old economy stocks.

EDIT: For me the question is: "What % of my portfolio can I see halved or worse ST and still feel comfortable? That % is certainly not 100.
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