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


To: Knighty Tin who wrote (39355)12/14/1998 7:17:00 PM
From: accountclosed  Read Replies (1) | Respond to of 132070
 
Ok, that's what I thought.

I have my portfolio arranged on a spreadsheet, I believe in the way you analyze it:

income 5.69%
90/10 88.51% (money market 97.57% puts 2.43%)
cap apn 5.80%

On a run up I would add some to puts. On big run downs might add some more cef's or natural resource stocks to cap apn. less focused right now on income than i should be, perhaps.

whatcha think? Is this the MB way to analyze it. I know you would have a much bigger portion in income. (give me time).



To: Knighty Tin who wrote (39355)12/14/1998 7:20:00 PM
From: accountclosed  Read Replies (2) | Respond to of 132070
 
Any market comments? You often comment on a one day action in a given stock especially on news. Any overall market comment. Five days in a row down or so.