VOLTAIRE'S PORCH-MODERATED Message Board

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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Voltaire who wrote (10914)	11/1/2000 5:48:32 PM
From: ibg	Read Replies (1) of 65232

i have been watching your calls for some time. i thought you went for broke with qcom back in january. i guess not. instead of just saying i am buying at this dip and at that dip, how about clarifying where you are in a trade by revealing what percentages of your portfolio are invested in what stocks and in what ways. for instance instead of just saying I am buy a boat load today or something, reveal that on this dip or pullback for what ever reason you are increasing your long position in rmbs from 25% to 50% of your portfolio for example. that would make it clear to all what you are doing and what your are encouraging others to do.

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