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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: 249443 who wrote (12721)	7/2/2001 8:01:03 AM
From: TimbaBear	Respond to of 78567

mrcjmoney Regarding holdings....I own stock in about 15 to 20 different companies for my individual and several jointly owned accounts. I am currently fully invested in those accounts. In my wife's accounts, we tend more toward mutual funds, UITs, and long term holdings which are divided among about 6 companies and she likes to keep about 15% cash. I also manage accounts for several other people and in those accounts, I have maybe 10 different companies, no mutual funds or UITs and about 10% cash. Most of the holdings I have acquired over the last 6 months will likely turn out to be very long term holdings because of how cheaply they have been purchased. However, some of the companies I own and will own in the future are trading vehicles in which I try to take advantage of short term movements in prices. These represent maybe 40% of my personal holdings and, maybe 15% of the managed accounts. As you qualified in your question, these numbers are fluid and I am not averse to going 100% cash or even shorting if my view of the situation deems it appropriate. Timba