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cmf

09/10/03 10:08 AM

#15 RE: trade2much #14

I let it ride trade....

I'm not overly exposed to the market right now. If I come back from vaca and wavx or dfib have tanked, I'll load up. If they haven't tanked, then it's not an issue. If they rally hard, I have plenty of both to enjoy the ride.

The market could easily have a 10-15% pullback from here providing some opps to put cash to work for a end of the year move. That'd be a pretty modest correction with the run since march.

We'll see what happens. Could go straight back to 5000 on the comp. But that probably won't happen while I'm away ;o)

Take care.