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

To: Allan Harris who wrote (10946)1/10/2000 9:04:00 AM
From: Boca_PETE  Respond to of 15132
 
Allan H: During the late 1980's, I remember that Marketimer had a PARTIAL money market fund allocation in equity portfolios. Unless things have changes, it would appear that the "100% in or out theory" may be incorrect. I'd expect Brinker to cover this thoroughly during next weekend's extravaganza "special" on asset allocation. As for this weekend's "special", I thought I was listening to Bill Flannigan.

Maybe today's mail will give you the answers you and others seek.

BTW, Junior advised by e-mail that he expects bb.com "maintenance" to probably be completed by sometime this Wednesday. Must be some kind of "inspection and testing" like done on oil refineries where they change "the catalyst" every now and then :-)

P



To: Allan Harris who wrote (10946)1/10/2000 7:48:00 PM
From: Investor2  Read Replies (2) | Respond to of 15132
 
Re: "My understanding has always been that his timing model, the one he sites as being correctly 100% invested throughout the bull market, is an "either/or" situation, either 100% in the market or 100% out of the market."

I used to think that too. However, I determined that was incorrect.

Best wishes,

I2


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