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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (35281)11/28/2000 11:36:44 AM
From: phil   of 54805
 
My portfolio:
gblx .04%
wilif .12%
wgate .24%
sfe .33%
jdsu .33%
amsc .41%
ntap 1%
ms .51%
csco 1%
elon 1.2%
cree 1%
gmst 1%
sebl 2.5%
intl 3%
qualcom 4%

non gorrilas(hd, some biotech etc.. 10%)
cash ,mutual funds ( 70%)

Biggest mistakes: Investing in too many stocks that I do not have the time to follow, and not doing my due diligence. For example the lhsp. If I would have looked into the company and its management, I would not have invested in it , no matter how good their "story" seemed. I also have tried to set more time to reading this thread, which I was only skimming before.
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