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Interesting asset allocation. For me I have the following asset classes:
1- Money Market Mutual Funds
2- Bond Mutual Funds
3- Growth & Income Mutual Funds
4- Growth Mutual Funds
5- Aggressive Growth Mutual Funds
6- International Growth Mutual Funds
7- Systematic Futures (self directed) Trading Account
Due to the current equity market environment (overvaluation and Greenspan) I
have greatly reduced my equity exposure and have moved to MM funds. Most of
my holdings are in tax deferred accounts. I'm seriously considering setting
up a futures IRA account to diversify more into category #7. I feel there
is more opportunity there than in categories 1 through 6.
Marlowe
----- Original Message -----
From: Dr. John Cappello <jvc689@xxxxxxxxxxx>
To: <fritz@xxxxxxxx>; <realtraders@xxxxxxxxxxxxxxx>
Sent: Sunday, February 06, 2000 11:13 AM
Subject: 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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>
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