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Strategies & Market Trends : Z PORTFOLIO -- Ignore unavailable to you. Want to Upgrade?

To: Kelvin Taylor who wrote (5051)	8/14/2000 10:41:21 PM
From: Paul Moerman	Read Replies (2) \| Respond to of 11568

OT - Kelvin, you asked "Does that mean the bigger the correction the quicker you would move into stocks again? " My 401k strategy is to be 50% in equities by the end of October. That's my max comfort zone risk-wise as I am within 5-10 years of drawing the money out in retirement. I expect at least a 10% market drop, and perhaps 20% or even more between now and then. If the market does drop 10%, I'll begin to move maybe 1/3 of the equities portion back into Janus or Vanguard Institutional Index. If the market drops an additional 10%, I'll move another third. The last third I'll reserve for either a climatic selloff or the third week of October, whichever happens first. If the market doesn't even drop 10% between now and mid October, I'll most likely reestablish an equity position anyway so long as we are not in hyper valuation mode as in last Feb-March! I know this is market timing, and not long term retirement investing, but it's what I'm comfortable doing! Not suggesting anyone else follow my example! <g> P.