Clown-Free Zone... sorry, no clowns allowed Message Board

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Pastimes : Clown-Free Zone... sorry, no clowns allowed

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To: NOW who wrote (73489)	2/28/2001 7:46:31 PM
From: patron_anejo_por_favor	Read Replies (1) of 436258

Yeah, on financials and retailers mostly (and gold, SOB)<G> Keep in mind that at this stage "loaded up" for me means about 20% of portfolio short, another 5% in poots and 10% or so in gold/precious metal holdings. The rest is in an all treasury MM. Its pretty wimpy, but I'm comfortable with it and I sleep well at night....my goal all along wasnt to get rich off the bear, but to survive it to invest another day. So far, so good.... EDIT: I did add some QQQ calls today, cause we're awfully close to the ultimate "line of death" for the NDX, at about 1865. If they don't bounce it there, I'll gladly eat the calls...

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