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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 (12859)3/28/2000 8:16:00 PM
From: Kirk ©  Read Replies (1) | Respond to of 15132
 
Interesting to make a chart of allocation to stocks

SuperBull JoeB - 100%? Damn the torpedoes and NASDAQ 5000 ahead! Expects DJIA to outperform and hit $12,500 or so. (Didn't he once have 6000 and 13,500???)
Maybe "Allan the King of France" is in this group also?

Kirk - 80% - seems hard to fight the trend that stocks go up and have done so for over 200 years. (damn hard to take profits fast enough to stay close to 80% these days.) Pile of cash now equals about 50% of my equity portfolio when I "retired" in the fall on '98. It works?why change?

Abby 65% - Very bullish by many standards. Seems 5% in cash is a good tactical allocation move to buy a QQQ type dip and if we don't get one, the stocks will appreciate and get her back to 70% in short order anyway.

PermaBear Gail Dudak - Admitted to 55% in stocks recently on TV (probaby value stocks so she has not had to do much selling to stay at 55%)

Long Time Bear and Still gets on TV Barton Biggs - Said he was still at 50% stock last week on Wall Street Week. suite101.com

Coco Beach, tactical asset allocation, MegaWhopper Bear Bob Brinker - 20% in stock if you consider a 50% equity portfolio for a retired person that he was suggesting before (40% of 50% is 20%?.)

JustaWorkingBear - 0% in stocks but loving those muni's! Joins the ranks of the VERY rich who say "fergetabout da market, 3% on muni's will still buy a Lear Jet each year plus caviar to fill the mini fridge!"