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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: glenn_a who wrote (23285)	12/13/2004 10:30:45 AM
From: Rarebird	Read Replies (2) of 110194

<May I ask, what asset classes comprise the remainder of your investment portfolio? Do you hold a substantial cash position at present?> 10% in Gold Mining (via Fidelity Sector Gold Fund) 15% In Dr. Hussman's 2 Funds, Strategic Growth (11.25%) and Total Return (3.75%). (Strategic Growth is a Semi-Hedge Fund with a Mid-Cap bias) 10% in Aegis Value (Symbol: AVALX). (A real Small cap value fund, currently with a 54% cash position.) I'm 65% in cash. "Cash is King" in a Bear Market. And this is a secular bear market. My goal or objective is very simple: No major losses, since the Bear is vicious, cunning and above all, destroys wealth. I'm usually not free during the day to trade or monitor my investments, so I can only trust my hard earned money with astute pragmatic Permabear fund managers. At one point in 2000, I had most of my portfolio in the Gold Mining Sector. It eventually turned out quite profitable, but I had problems sleeping at night. I love Gold but I don't want it in my dreams at night.

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