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At current market levels I am:
1. 33% Stocks and Mutual Funds
2. 64% MM, Cash and equivalents
3. 3% Commodities [selling out of the money naked Puts in the LC and FC
markets]
I have recently decided to move 10% back into the Commodities markets
using a Merchanical System trading 20 markets starting Sept. 1, 2003.
Any other ideas on asset allocation welcome.
Sincerely,
John
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