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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?


To: U.B. Green who wrote (5941)10/6/2000 2:26:37 PM
From: Zeev Hed  Respond to of 30051
 
Bernie, when fully "in" i might have as many as 20 positions (not counting core positions), so even if i get murdered on a VECO here and there, it is not the end of the world. But most importantly, when I feel troubles coming I simply move heavily in cash. Despite the spate of buying I did during todays swoon down, I am still at 45% cash.

Zeev