Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: marc ultra who wrote (12236)	3/4/2000 5:08:00 PM
From: Mr. BSL	Respond to of 15132

marc, I guess a true hedge would be a counterweight in the same arena as the stocks being hedged. I have been hedging small/midcap company tech funds with a big cap tech hedge. Since small/midcap stocks have been outperforming the big caps, I have been lucky. Similarly you have used a big cap balance hedge for a small cap growth fund, 2 tech funds & a big cap fund. You too have been lucky, especially since you hedge and longs have been making money. I'll have to think this through. I use Point & Figure indicators and would be long in a NY minute if they went positive. That probably won't happen for awhile. BTW, Bob is falling into the same trap. On his show today, he points out the port #1 results vs. W5000 & SP500. Comparing apples to oranges. Regards, Dick