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  • ryanruiz100 ryanruiz100 Jul 19, 2008 9:51 PM Flag

    anybody think KH covered on wm?

    " . As this position grew more profitable, all things being equal, it would have become a much larger percentage of the fund."

    Mev, it works different when you are SHORT something. If you short a stock and it goes down, it becomes a smaller part of your portfolio. That's what I noticed in 2002 when I actually shorted a lot of stocks that went down, it's a lot easier to compound stocks you are long and make big gains, but when you are short something, it just becomes a smaller part of your portfolio, UNLESS you short more on the way down.

 
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