re: A Who's Who of the Money Board...

quote:

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I'm usually an alpha hawk, but right now, I'm just trying to avoid negative alpha.

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Yea Im at my highest cash allocation ive ever had... I feel even more compelled right now to chase alpha since I opted not to use the assets I had to help payful school. Thus my benchmark may as well be 6.8% - the rate at which the federal gov is freakin me with.

I am also simply am out of ideas. Not a whole lot I feel comfortable playing long- other then positions like KO & MCD that i'll likely hold forever. Definitely dont want to be long treasuries, being short has never worked for me. Real estate= my largest position