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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: BGR who wrote (97045)	7/26/2002 1:23:33 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 132070

bgr, ha ha ha. you must be talking about craig. actually, he has clinically diagnosed "atkins is god addiction." the facts of your case lead me to believe you over represented your returns. the facts of s&p dcaing lead me to believe it underperformed passbook savings - or at least barely beat out passbook savings (no need to brag, -lol-). perhaps you used many different strategies to achieve 13% irr, perhaps not. but the fact is, dcaing into the s&p didn't do it and dcaing into the naz was even more disasterous. those are facts. at least to date. your portfolio doesn't impact me at all other than if your assertions were credible, i might use them to my advantage. i'm always looking for good ideas that can be explained in a cogent manner. wrt to kt, he doesn't like losses at all, but they are fact of life. i pulled all 85% of my dough out of the market during the bio bubble and didn't get back in until very recently - and only with a small portion of dough. time diversifying does make sense and so i will use it. not in some brain dead fashion, though. i think when i time diversify. from my vantage point, 22% down looks horrible since i made some nice dough since 3/00 - up about 20% +/- with about 15% of my cash invested in 3/00. having said that, i did get lucky the bio bubble hit when it did... or down 22% might look pretty darn good! -lol-