Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: Digger Sacket who wrote (7361)	8/1/1999 8:08:00 PM
From: marc ultra	Read Replies (1) \| Respond to of 15132

Digger re<<<<Maybe some also feel that there is too much downside risk to remain 100% invested.>>>> Or perhaps we remain 100% invested but at a sharply reduced equity asset allocation<g> The reason I closed my Ultrabear hedge was that along with the profit taking I've been doing lately I got down to a rather bearish equity allocation of about 40-60. Now I'm back to just a conservative 50-50 or so. I must say though that on reviewing things I've done very well this year with my fund and stock selection so I've been doing quite well despite my conservative stance and I'm well positioned to move immediately should a sell signal be issued or if we have deteriorating fundamentals along with unimpressive testing around the July 16th highs which could cause me to make a partial premature move before I get official word of a possible sell signal or not Marc