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Pastimes : Prudent Bear Fund (BEARX): contrarian investing
BEARX 4.0500.0%Nov 4 4:00 PM EST

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To: Tommaso who wrote (711)2/28/2002 8:47:01 PM
From: rails99  Read Replies (1) of 793
 
Hi Tommaso: I here ya on the portfolio allocation percentage. I do not have as much on a percentage basis, but adding more as the major indices go up, on an incremental method of increasing the holding. More so, I add POG explorers to the mix as feasible. I do not have very low entries, but I watch for the "best". Got a lot of Goldcorp, which is to split; plan to slowly reduce holding as the split approaches, down to 50 % of current amount. Will put proceeds into the BEARX and "explorers as available. What do you like in the patch, if anything; or are you looking to get in the OSX later in the year?

Best Wishes;
Rails
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