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

To: Justa Werkenstiff who wrote (11506)	1/28/2000 9:53:00 PM
From: Investor2	Respond to of 15132

Re: "Did you sell equal positions in each fund?" No. Probably sold most of PBTCX and least of VWIGX. RE: "Did you sell out all equities?" No, I just sold the ones that kept going up. <g> My sell decisions were based on a number of factors. First, I limited my selling predominately to my tax-deferred accounts. I sold most of my PBTCX because it was by far my largest holding and because of its high beta. I sold half of my CYMI on a weak moment to cash in on a very, very nice capital gain. I'm still holding on to my recent bottom-fishing candidates (such as UTEK, RPM, & others), because many of these stocks have already experienced a bear market and have not participated in the recent "bubble." Many reasons, most of which are probably only partly valid at best. Best wishes, I2