tag:blogger.com,1999:blog-7296410208500992185.post5861198603820120949..comments2023-10-30T05:03:34.290-04:00Comments on Vinny Catalano: The Complacent CorrectionVinny Catalano, CFAhttp://www.blogger.com/profile/13958861468295795061noreply@blogger.comBlogger1125tag:blogger.com,1999:blog-7296410208500992185.post-36392587663192985742007-06-06T13:08:00.000-04:002007-06-06T13:08:00.000-04:00I was reading the most recent report. I am also l...I was reading the most recent report. I am also leaning towards a 2 or 3 type correction, likely sparked by a China market tumble. <BR/><BR/>However, I see in your model portfolio, you have positions in Large Cap Value AND Mega Cap S&P 100. Aren't those counter-balancing?<BR/><BR/>Also, why not a more significant position in traditional conservative plays such as Utilities, as opposed to heavier weightings in IT and shorting Treasuries?Bhttps://www.blogger.com/profile/05118146349570038843noreply@blogger.com