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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Apollo who wrote (35281)11/27/2000 12:22:58 AM
From: augustus_mccray   of 54805
 
G&K Thread Personal Portfolio Survey

1. My portfolio:

68.0% Cash
10.2% QCOM
8.6% GMST
8.6% JDSU
2.8% CREE
1.8% CMGI

2. My single greatest mistake of 2000:

Not having the maturity as an investor to get out of the CMGI burning house when I knew (and continue to know) very well it was time. The cost has been dear ($55K). What were my errors:

a. I was lazy in my DD (i.e., I piggy-backed the DD of others);

b. I let the glitter of fast money blind me (i.e., I played the momentum game instead of looking for reasoned value investing opportunities); and

c. I dragged others down with me even though I was simultaneously preaching the manual.
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