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To: Patrick Slevin who wrote (16601)7/29/1999 4:50:00 AM
From: Andrew Vance  Read Replies (2) | Respond to of 17305
 
*AV* --- Cash is our friend. Right now our asset allocation model is 0% Margin and 25% Cash with the ability to go to more cash as profits present themselves or if a pullback triggers and LLT exit. Actually, it has been a long long long time since margin was part of any equation for me. Last year taught me a decent lesson about margin in uncertain times.<GGG>

AV

BTW - this new look to SI is nice but it sure has bugs in it. I keep getting server errors and such.



To: Patrick Slevin who wrote (16601)7/29/1999 4:54:00 PM
From: Andrew Vance  Read Replies (1) | Respond to of 17305
 
*AV*--Whoops, apparently I got hung up in the BETA SI site by accident. Everything looks normal now, back to the SI I am familiar with. It was a nightmare like going through the Twilight Zone.<GGG>

Market did as we expected today, it bombed<GGG>

AV


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