INTEL TRADER Message Board

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Technology Stocks : INTEL TRADER

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To: smolejv@gmx.net who wrote (5136)	1/21/1999 5:30:00 PM
From: MonsieurGonzo	Read Replies (1) of 11051

DJ; RE:" equity mix " >Who would like to get a (w4w) DOC file with my [record/analysis of the same] so far? I dont want to spam anybody but would love to have your comments... Well I'm sure there are many folks who would like to see/understand what a well-crafted, international portfolio consists of, DJ. You could simply post allocation or positions {ahem, volume is not really necessary, but % of kapital for each, adding up to 100% for all holdings would be interesting to see}. Else go ahead and email me. My equities are prolly more conservative than most and are approx allocated like this: 50% ~NDX.X 20% RLX.X 15% DRG.X 15% ~EUR.X ...I'm no longer leveraged and my trading accounts are essentially in cash. FWIW I think we're entering a trading-range, as I am concerned about the liquidity-driven momentum of the SPX going forward. I don't think the FED will reduce the cost of kapital soon, the BOJ is stuck in a rut, stuck in a rut (^_^) but the ECB is another matter -? -Steve

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