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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: Frank Ellis Morris who wrote (31003)	10/21/1999 12:51:00 PM
From: Brian Malloy	Respond to of 74651

That would be an individual decision. Again it is important to differentiate between owning an individual portfolio of stocks, or being heavily weighted in a given sector versus owning diversified instruments like the S&P500 or the Wilshire 5K or Value line index and so forth. Over the years, if one was buying the indexes and wanted to market time then it would be a pretty good strategy. If one is a buy sided trader then you could work from Oct/Nov to April and take the rest of the year off perhaps. For the average investor it may simply mean in April perhaps you go from 95% stock and 5% cash to 70% stock and 30% cash over the summer so that you can pick up bargains in the Oct Nov time frame. Or, all things being equal if you get a lump sum in the summer that you want to invest, just wait until the fall [figuratively and literally ;-)] before putting it to work. P.S. In the original post, 1950 to 1977 should read 1950 to 1997