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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (39355)	12/14/1998 7:17:00 PM
From: accountclosed	Read Replies (1) of 132070

Ok, that's what I thought. I have my portfolio arranged on a spreadsheet, I believe in the way you analyze it: income 5.69% 90/10 88.51% (money market 97.57% puts 2.43%) cap apn 5.80% On a run up I would add some to puts. On big run downs might add some more cef's or natural resource stocks to cap apn. less focused right now on income than i should be, perhaps. whatcha think? Is this the MB way to analyze it. I know you would have a much bigger portion in income. (give me time).

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