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Technology Stocks : INTEL TRADER

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To: Berney who wrote (4857)	12/15/1998 10:55:00 AM
From: MonsieurGonzo	Read Replies (1) of 11051

Berney; RE:" YTD 1998 NF.X - Financial Sector Index " Best performing BKX.X - Bank I could find.. *AIB - Allied Irish Banks ADR* +61 %** Best performing XBD.X - Broker I could find.. *SCH - Charles Schwab* +50 %** Best performing IUX.X - Insurer I could find.. *AEG - Aegon ADR* +150 %** Currently chewing on ideas for '99 CORE. Design is as follows: 40% TechSpaetzles 30% BigBoys 20% @ 8.5% APR Yield; 11.34% tax-free equiv. 10% cash @ 4.4%; SPY; trading for pizzas Simply using '98 numbers, I get the following 30% BigBoy mix: 3X = 15% Medical = 10% MRK PFE WLA SGP + 2.5% BDX + 2.5% AMGN 2X = 10% Retail = WMT BBY GPS HD WAG SWY 1X = 5% Financial = AIB SCH AEG Welcome your thoughts... -Steve

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