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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: LindyBill who wrote (3799)7/15/1999 11:00:00 AM
From: rel4490  Read Replies (2) of 54805
 
LindyBill, I like your style. Over the last several months, you have encouraged me to trim down my semi diversified tech portfolio to a more concentrated few. I sold my CSCO and moved all the proceeds to QCOM and RMBS. Q is now my no 1 holding and RMBS is rapidly moving up on the charts. I did keep LU( a king not a gorilla, I know). But each of those stocks has outperformed CSCO since my sale.
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