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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Teflon who wrote (7616)10/6/1999 12:40:00 AM
From: DownSouth  Read Replies (2) of 54805
 
Tef, I hurt myself with a panic sell of Q a few weeks ago. At the time, it was 50% of my portfolio. I re-established a 25% position the next day and got back into INTC and NTAP. I recently dumped RMBS and got my new position in GMST. You saw what it did the last 2 days, but I am still comfortable with it, but watching carefully.

I am still up over 80% for 1999, so my lessons were not too expensive in perspective. What I learned:

1. I do not have the stamina for over 25% commitment to any one stock.
2. My discipline during volatile times needs some work.
3. I should limit my holdings to no more than 9 stocks.
4. I have a lot to learn about Gorilla investing, but I am learning, thanks to this great thread.
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