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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Eric L who wrote (10760)11/20/1999 12:07:00 PM
From: Uncle Frank  Read Replies (3) of 54805
 
>> Run the same for 60 months. Amazing again.

Maybe it's the rising tide effect, but in a Tornado environment.

My regret is that I've had neither emc nor ntap for the past 60 months :-(.

As I approach 100% on my personal FLI (which I've already raised twice this year), I am making contingency plans for diversification. I plan to limit myself to 6 stocks, which I believe provides 90% of the insurance of a 20 stock portfolio. If I were to move today, my holdings would be, in order of allocation (* = current holding):

qcom*
csco
gmst*
qqq*
ntap*
ctxs

with massive overweighting to qcom (>50%). Obviously, I'm not going to do anything before the split.

Any comments or ideas would be appreciated.

uf

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