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

To: marc ultra who wrote (11189)1/15/2000 1:21:00 AM
From: marc ultra  Respond to of 15132
 
I must say after seeing I had a big week and am doing relatively well recently I am quite comfortable with my current stance which when accounting for my SPY short hedge puts me at around 26% equities. I could still get hit a bit hard since my remaining equities and funds probably a lot higher beta than the S&P but I don't see a reason to go net short unless I hear something from Bob a lot more dramatic than his cautious statements to go to 60% cash.

Marc


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