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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: marc ultra who wrote (4904)5/2/1999 12:49:00 PM
From: Kirk ©  Read Replies (2) of 15132
 
Do you think the caller was wrong in seeking clarification from what even you say sounded like an almost bearish Bob Brinker who is still 100% invested? Asset allocation isn't digital. IF Bob is really concerned, would not a reduction of allocation in stock by 10% or more make sense? I've been looking at doing just that myself.

I didn't hear the call as I was windsurfing again, but I have it on tape. Was the caller rude? Clearly, Bob is ranked by Hulbert and Timer Digest for published portfolios which are 100% invested presently so there is no "official" way to be "right no matter what happens" because the results are there for all to see.

There is a difference between asking tough questions and being a pain as the Rillinois was. I sure wouldn't want to discourage difficult questions...

regards
Kirk
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