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John:
It would be nice if there were some great money managers to
access in this arena. The best programs are probably closed
to new investors. Even if the good programs are open one has
to be prepared to accept BIG drawdowns and lengthy flat times.
I'm talking about CTA's here. Either that or take a chance on some new guy
trying to learn with OPM.<G> Anyone want to challenge this concept? Apart
from that I am not aware of any mutual fund managers who specialize on the
short side which brings up the idea of using
hedge funds. For that perspective, I think the same idea applies to
them as to the CTA's.
Chas
-----Original Message-----
From: Dr. John Cappello <jvc689@xxxxxxxxxxx>
To: realtraders@xxxxxxxxxxxxxxx <realtraders@xxxxxxxxxxxxxxx>
Date: Sunday, February 06, 2000 1:13 PM
Subject: [RT] Asset Allocation
>Asset Allocation is what I think this subject boils down to.I recently
spoke
>to a floor trader who was telling me about one of the Market Wizards [I
>believe Ed Seykota] who manages private accounts $500,000 and up and also
>commodity fund [min $25,000].I have been trying to track some good
commodity
>funds without success.My allocation without %'s is:
>
>1.Fidelity Blue Chip
>
>2.Janus
>
>3.Vanguard 500 Index
>
>4.Rydex using Borton Market Timing
>
>5.Ultra Fund using Vieno's Fund Trader
>
>6.Internet Funds X 3
>
>7.Money market
>
>8.Self directed IRA stock trading
>
>9.Self directed Joint stock trading.
>
>10.Self directed penny stock trading.
>
>11.System commodity trading.
>
>12.Managed commodity trading.
>
>13.Self directed commodity trading.
>
>Each of you likely has your own Asset Allocation ideas and I am just
sharing
>mine.Mine is a lot more balanced when it at was at one time 80% systematic
>commodity trading.
>
>For me, the last piece to the puzzle would be a good commodity fund.
>
>Sincerely,
>
>John
>
>
>>From: fritz@xxxxxxxx
>>Reply-To: fritz@xxxxxxxx
>>To: <realtraders@xxxxxxxxxxxxxxx>
>>Subject: [RT] Re: FUTR: Effects of Low Prices and Burgeoning Hedge Fund
>>Assets on CornFutures?
>>Date: Sun, 6 Feb 2000 10:12:04 -0700
>>
>> > A considered review of the major commodity groups should
>> > lead the astute trader/investor to the conclusion that a great bull
>> > market in commodities is in the early stages ... like rolling the
>> > clock in the equity markets back to 1982.
>>
>>Interesting observation. I (and many people I know) have significant
>>parts of my net worth in equity-oriented accounts. It's not very
>>easy to invest that money into commodity contracts. I'd also like
>>to be able to recommend some commodity-based investment
>>opportunities to family members with no interest in commodity
>>trading.
>>
>>What would be the best way for a "traditional" investor to capitalize
>>on a commodity move like this? Purchase stocks or funds in
>>commodity producers, like oil companies, mining companies, and
>>farming conglomerates? Or is there a more direct approach that
>>would capture more of the "pure" commodity price moves without
>>the impacts of poorly-managed companies or an anemic stock
>>market?
>>
>>Gary
>>
>>
>>
>
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