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Technology Stocks : Paul Allen's Wired World
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To: Carolyn who wrote (68)7/4/1999 10:46:00 PM
From: PatrickMark  Read Replies (1) of 361
 
Carolyn,

I agree 100% that the non-public holdings are extremely important. The portfolio is great, I'm giving some thought to the way Adam has it set up (weighting, etc). But I think the master list is important as well, because it lists the non-publics. My thought is that the master list should contain as much imformation as can be concisely incorporated into a "postable" document; easily scanned, easily updated. I've given some thought to what items it should contain and am anxious to hear what others have to say (or if they are even interested). The master list and portfolio should complement each other, IMO. It's too cumbersome to do everything with one document.
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