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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: marc ultra who wrote (4610)	4/23/1999 12:34:00 AM
From: marc ultra	Read Replies (2) \| Respond to of 15132

For Justa, Investment god. Just finished sacrificing some insects for the great Justa. I was was told young virgins were no longer politically correct. Only a true investment god could bring Don over for a rare SI post, heaping praise no less. Marc

To: marc ultra who wrote (4610)	4/24/1999 2:21:00 PM
From: Lars	Respond to of 15132

Marc, >>> One beta vs 2beta. How about this question then. What if instead of going one beta you go 2beta with half the money while the other half theoretically can get interest in a money market which would more than cover any expense difference and leave you with more liquidity in case you want to use that half. Doubt I would do that but as Seinfeld said not that there's anything wrong with that Or is there? >>> Hmmm. I am more content to use Ultrabull when we have at least a 15% correction, preferably 20%. Even then I wouldn't overweight the portfolio with this position. Maybe 10% at maximum and that is if I were hell bent on risk. HA! I can tell you this much...if there is a correction this summer/fall, key word being if, I will be watching the semis VERY closely. For example, if ASYT goes to 10 - 12 range I will back up the truck on this one before I buy more Ultrabull. Last year ASYT went to the 6 -7 range as I recall.