Randy,
I have been 100% invested for 10+ years, with my primary positions during that time being msft, csco, orcl,cpq, intc, amat, vtss, emc, and I added qcom to that crew about 5 months ago. My average hold on these was 4 years, with msft being the longest. I no longer have amat, orcl, cpq, or intc.
What I was referring too is that I often trade on top of these positions using a lot of margin and try not to confuse the trades with the investments. My recent trades have been awful. Damn awful. I need to leave the party and just hold my investments.
The best thing that could happen is that this becomes a big wash-out, allowing us to buy gorillas at compelling prices. |
