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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: areokat who wrote (25363)	5/25/2000 8:09:00 PM
From: Apollo	Read Replies (1) of 54805

OT...... Post on how much cash to hold; question to DlphcOracl Tom: Thanx for replaying that post from last July. I enjoyed reading it. That Stan guy sounds almost intelligent in that one. But knowing this Stan fella as well as I do, I know that post was more front than substance. <g> Actually, as I vaguely recall, that and other posts did explore several issues: 1. Whether to use stop losses, and 2. How much cash is the right amount; as compared to staying "fully invested". I continue to not employ stop losses on those companies with which I am very comfortable, and playing LTB&H.......which is everything I own. I continue, last year and now, to struggle with how much cash is the "right" amount. In the sequential Thread Surveys, Cash % increased, and the majority have some cash position. I remain fully invested, but now thinking about having 5% cash at the ready. Staying fully invested paid off well last year, but not this one. So I don't frankly know what is "right". Thanx for the memories, stan

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