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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host
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To: Math Junkie who wrote (24557)8/29/2006 4:55:25 PM
From: queenleah  Read Replies (1) of 42834
 
Glad to hear your explanation about the bonds, Math. Good point. I was just figuring in my head and I assumed you came to it by something like this:

.65 ( of portfolio in cash reserves) X .3 (converted to QQQ) = .195 of portfolio (didn't remember the half bonds or fixed income).

Then, since the Qs are not at this point worthless, and are in fact worth about half what people would have paid for them shortly after the bulletin, they'd be worth about half of .195 of portfolio, IOW

.195 X .5 = .0975, which rounds to 10% of portfolio. That's without considering bonds in a conservative portfolio.
Not good, but not ruinous.

OTOH, if the investor went in with 20% of cash reserves, with the same method, it would be 7.5% of portfolio.

Is that right? Math never was my major. :)
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