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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: pezz who wrote (14608)	2/7/2002 10:36:46 PM
From: TobagoJack	Read Replies (1) \| Respond to of 74559

Hi Pezz, <<35-40% in cash … strange feeling>> I know what you mean:0) Consider moving to 45% cash, shift another 5% of equity to gold shares, and move 25% to bonds (slowly on this part) :0) <<split up my money … big risk … one account>> I again know what you mean. Consider shift another 5% of equity to physical gold in possession. Do you ever go short on any shares? Chugs, Jay

To: pezz who wrote (14608)	2/8/2002 3:52:54 AM
From: Moominoid	Read Replies (3) \| Respond to of 74559

Here is the allocation on my tiny little portfolio ... Return is in AUD... Big hit at the beginning of this month, I am an obstinate bull it seems. 8-Feb-02 Debt -93.54% Managed Funds (Unlisted) 88.47% Colonial First State Fund Managers Managed Funds (Closed End) 16.27% Platinum Capital Property 8.16% IYS/Deutsche Bank Stocks Long 47.31% News Corp, Mayne, NZ Telecom, Looksmart, Pacific Dunlop, Safeway, Suncorp-Metway, Stocks Short 0.00% Options Long 2.16% KKD puts, QQQ Calls Options Short -6.08% News Corp puts, Mayne puts Cash 18.42% Monthly Return -4.65% YTD Return -4.64% AUD 60.27% USD 3.95% Other 35.77% Global funds partly hedged in different ways