SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: vc21 who wrote (42780)5/18/2001 3:51:17 AM
From: Dinesh   of 54805
 
vc21,

I am sure you'll get many suggestions, and also that after
five years you might wish you had [not] listened to some...

BUT, I have a question. Why do you need one more stock in
your portfolio ? To be more specific, what do you perceive
to be lacking in your portfolio that makes you want to add
one more name ? What are the different dimensions that you
consider ? How did you narrow it down to MSFT/AOL/EBAY --
was it merely a desire to add another great stock or was it
more like balancing out some other risk ?

I realize that's a lot of questions you weren't looking
for. But then you run an interesting portfolio.

Thanks & Regards
-Dinesh
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext