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Pastimes : Prudent Bear Fund (BEARX): contrarian investing
BEARX 4.050-0.5%Nov 3 4:00 PM EST
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To: Capt who wrote (773)11/27/2003 1:15:42 PM
From: Tommaso  Read Replies (2) of 793
 
Yes, it is something like 20% in gold, which has helped. I am sticking with it (in a very big way). Just one various days in the last week or so I couldn't quite figure why it wasn't moving up more. But no doubt there are random combinations of events that one cannot follow without knowing the exact composition of the fund--which they do not reveal except once or twice a year (they don't want anyone arbitraging against the fund positions).
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