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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: lurqer who wrote (40247)3/11/2001 2:07:38 PM
From: tekboy  Read Replies (1) of 54805
 
it would seem you either abandon ltb&h, incur a ridiculous amount of risk ... or you attempt to determine, ahead of time, the probability that a secular bear may be in the offing

if the best economists and financial minds in the country can't do the third, there seems little reason to suspect ordinary investors can. But I don't see the first and second are the only choices. I mean, LTB&H is a strategy for equity investing, but it doesn't contain within itself any recommendation for how much of one's wealth should be in equities in the first place. In other words, it is not a contradiction to say, "I'm going to put 50% of my capital (or whatever) in equities and the rest in fixed income (or real estate, or whatever), but from now on that 50% will be LTB&H."

tekboy@postmodernportfoliotheorist.pov
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