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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host -- Ignore unavailable to you. Want to Upgrade?

To: Math Junkie who wrote (16584)	8/21/2002 6:03:36 PM
From: geode00	Read Replies (1) \| Respond to of 42834

I'm looking at the latest. If you look at the model portfolios it will show, for example, portfolio I at 65% cash in the % columm but in the dollar column it is actually 80% cash. I don't know why he doesn't reallocate because that would also say more about what he really thinks about the market. What's really interesting is how much, for example, his portfolio I has gone down in the last couple of years even with his huge cash stash. It's not as much as the overall market but then his QQQ stance makes up for that <g>