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Strategies & Market Trends : Investing during a Bear Market

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To: t36 who wrote (23)11/10/1997 8:45:00 PM
From: tekgk  Read Replies (1) of 226
 
t36,

>> would you hold on to your core stocks in your portfolio in a bear market

I sold my 99% of my long positions in June of this year. I felt that the bull market was very good too me and that some lower risk investments like muni's were more prudent in this overvalued environment.

>> what stocks would be the first ones that you would short at this time

Right now I am shorting the SPX via SPY. I wish I was shorting the SOX but then it's always easy to see things once once they happen. I am not all that agressive and I am using fairly tight stops. Once the bear is confirmed I will get more agressive.
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