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Strategies & Market Trends : Rande Is . . . HOME

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To: Paullie who wrote (6137)	5/3/1999 7:34:00 AM
From: Rande Is	Read Replies (2) of 57584

What was called the "summer long" is not yet available. . .it is called an alternative to the original long 1. It is currently private. . .when I can get to where it satisfies the goals that I have set, then I will make it public once more. That whole cyclical rally caught me by surprise [me and most of the world]. . .and because it is a more defensive port than the original long port 1. What I am debating is whether I should add oils, cyclicals or REITs and if I do, what percentage that should take. . .or more accurately what 'slot it displaces.' [I use a proprietary formula in my construction of these ports . .due to mutual fund strategies, I can't share formula at this time, but hopefully by fall, I will be able to release something along these lines. ] Rande Is

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