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Strategies & Market Trends : TIMING INDEX MUTUAL FUNDS -- Ignore unavailable to you. Want to Upgrade?


To: Lee Lichterman III who wrote (127)2/11/2000 5:11:00 PM
From: donald sew  Respond to of 428
 
Lee,

>>>> The question about settlement time especially has me curious as I thought we were going to move into the SPX funds on the next one. Change in strategy??? <<<<

I changed my mind in playing the SPX fund, since Im sensing that when the DOW does rebound, sector rotation from the NAZ into the DOW. If that is the case the SPX may not move much and may just be flat.

The reason I went with equal positions today, is that Im expecting the oscillations to continue, and I want to be in in both directions. I could have just added to he UOPIX to hedge the existing USPIX, but I feel comfortable in being weighted to the downside. If the NAZ does selloff hard, I want to be in as much as possible. I would not be surprised if we see a 300+ selloff in the NAZ in a single day.

seeya



To: Lee Lichterman III who wrote (127)2/11/2000 5:18:00 PM
From: donald sew  Respond to of 428
 
Lee,

Forgot to mention that the 3-DAY pattern worked perfectly on the SPX.

seeya



To: Lee Lichterman III who wrote (127)2/11/2000 6:50:00 PM
From: yard_man  Read Replies (1) | Respond to of 428
 
You guys like to do the quant stuff -- where would we be on the DOW if we hadn't had the recent replacements (MSFT, INTC, HD, SBC?) ??