[Weighting]
<<<They should all be properly weighted in everyone's portfolio when investing in "emerging technology".>>>
Perhaps, at least in the early stages when everything's being sorted out. I've never owned AWRE or ORCTF and still can't find any compelling reason to. Well, of course, in hind-sight, it would have been nice to have had AWRE. If I bought it on Monday I could guarantee you it would go down. Besides, I just don't want to own it knowing what I do.
So, I'll stick with AMTX, WSTL, CSCO, CSCC, and COMS. Hey, I'm married to Westell. I bought my first batch at 38 on its way down. :/ That should make e and Amadeo happy.
Cheers!
Pat |
