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Non-Tech : S&P Midcap 400 Portfolio (^MID, MDY)
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To: Londo who wrote (171)2/26/2003 11:32:00 AM
From: Londo  Read Replies (1) of 181
 
Obviously the longer that this war in the gulf gets delayed, the more the markets are going to get slammed.

I'll do a screen of stocks when the time gets nearer. But right now, for a portfolio dominated by cash, I suspect that I'm outperforming most other long-only portfolios out there. I intend to keep it that way. It's really unsexy to just stay in 100% cash, but it's the right thing to do.

It's interesting, since if I was running a fund, people would hate me for saving their money.
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