How to Build a Big Position in the Bear Market

Amited: I moing to put a few words in your mouth on this topic, and ou you can correct them any way you like. My assumption is, first, you're going to keep talking about it until you decide to do something about it. So what will weu do initially? Just that we wanted to build this position to day, we'd buy one %. To day. Our target allocation would be four to five % ithe portfolio. Amited: We buy one % so the market can certainly kind of keep coming down, but there's certain stocks at a bottom,. even though the marketis to climbing as a whole.