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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (10889)11/24/1999 7:24:00 AM
From: unclewest  Read Replies (4) of 54805
 
Would encourage others to list their portfolios for thread interest, if you're comfortable with this.

after personal coaxing by stan, here it is.

stocks.....60% of total portfolio
gmst 33%
cree 33%
imcl 2%
qcom
ntap
emc
sebl
the last four total 32%.

other investments...
i am 40% invested in notes and deeds of trust which i have acquired at substantial discount with average yield 24%.
this is another source of income for me. i carefully reinvest the principal every year.

since retiring, i have taken the following approach.
i put the income i need for each of the next 10 years in fixed instruments. i use mortgages, i think zero coupon bonds would be good for this also (lower yield but less risk). though i have only had one small problem, that was resolved quickly, with my mortgage investing.

this was a very good year for my stocks, and i have just added 3 years. so the next 12 years of my income needs are covered.

the rest goes into growth stocks (hopefully now only gorillas and kings). with 12 years visibility and income protection, i am a very comfortable ltbh in my growth stocks.

i realize this is not true 100% gorilla gaming. i call it comfortable retirement.

i continue to study all three manuals...what a fine piece of work they are...every mistake i ever made in the market is clearly explained...i am sending them to my kids (all in their 30's) for Christmas.
unclewest

wife's portfolio is a bit different...she likes brcm and ibm.
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