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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: DownSouth who wrote (2316)5/28/1999 7:37:00 PM
From: Tom Ardnij  Read Replies (2) of 54805
 
Lot's of similarities. My portfolio percentages:

AOL 28%
CSCO 19%
S&PFund 17%
MSFT 15%
DELL 3%
SUNW 3%
EMC 2.5%
WCOM 2.5%
ATHM 1%
LargeCap Funds 9%

The mutual funds are within a 401K. I'll be rolling that over into a Brokerage Rollover IRA this summer. I'll pick up some QCOM,BRCM,SCH,and UNPH at that time. Also I will pick a moment to reduce my AOL holdings in favor of these four. My average price is less than 30 and I want to pick a point after going long term capital gains in just a few weeks.
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