Bob Brinker: Market Savant & Radio Host Message Board

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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host

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To: Tim Bagwell who wrote (16720)	9/9/2002 2:36:34 PM
From: geode00	Read Replies (1) of 42834

Right, he did a "tactical asset allocation" and even went so far as to add an additional 5% to his cash reserves (all to the good and I give him lots of credit for that) but that was over 2 years ago and only during the first part of the bear decline. Since then, he hasn't added a smidge to cash reserves but has ridden out the rest in equities. His Portfolio I, is actually underwater even though it's mostly cash which shows how amazingly strong this bear has been. I don't know why he stopped doing anything useful two years ago. What changed then? It's a head scratcher.

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