I completely agree with the premise of that article, except that for people that feel comfortable with emerging tech there is a lot more than 100 firms to weed though, wouldn't you say?
I've got about 5 very high quality B2Bs right now. And these are the top firms... then there is other software, Sebl, Itwo, Oracle, Msft - theres 10 just for software. Then you've got the inets, retailers, portals, rnwk etc., another 10... then the semis, etc etc.
High tech alone takes up about 50 high quality stocks, imo and picking between those - argghhh! But if you can get a portfolio of 8 stocks that performs like aol,dell,msft,yhoo,sebl,amat...etc. Well, its super-size fries for life I'd say! <gg> |
