FundSurfer
Well-known member
I averaged the current allocations of 12 members who either were a leader for annual return for 2005 or the Last 12 months. The last 12 month picks up a couple like Cowboy and Tekno who just missed January last year.
The dozen I chose: Dakota (included even though he's not firing on all thrusters right now), Show-me, Neirbod, Pyriel, Skip, Systemtrader, Rod, TSPgo, Cowboy, Tekno, Rokid, and Milk_man.
The average allocation of those 12 members:
42.5% G, 10.4% F, 8.8% C, 9.7% S, and 28.7% I
I'd call anything over 50% combination G + F as bearish.
I thought it was interesting. (If I toss out Dakota since he isn't thinking about the market right now and Rokid who doesn't seem to move very much, and call this the active bunch -- it would be even more bearish.)
The dozen I chose: Dakota (included even though he's not firing on all thrusters right now), Show-me, Neirbod, Pyriel, Skip, Systemtrader, Rod, TSPgo, Cowboy, Tekno, Rokid, and Milk_man.
The average allocation of those 12 members:
42.5% G, 10.4% F, 8.8% C, 9.7% S, and 28.7% I
I'd call anything over 50% combination G + F as bearish.
I thought it was interesting. (If I toss out Dakota since he isn't thinking about the market right now and Rokid who doesn't seem to move very much, and call this the active bunch -- it would be even more bearish.)