Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (35387)	11/27/2000 2:58:50 PM
From: Everett D. Smith	of 54805

Portfolio Survey. What do I own? CSCO 8.4% EMC 4.6% JDSU 5.0% NTAP 4.8% QCOM 6.5% SEBL 6.7% CASH 66.3% My biggest mistake of 2000: For a good part of 1999 I was only in QCOM and JDSU. I probably should have diversified early in the year but held on for large losses. My portfolio is in an IRA so taxes not a factor. I think I will stay more diversified in the future and perhaps get out of a position after a 25% loss although I know this is not a G & K principle. I continue to enjoy, profit from and receive support from all the great posts by the regulars. Thanks to everyone, Everett Smith

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