Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (11045)	11/24/1999 12:00:00 PM
From: Dr. Id	Read Replies (1) of 54805

Portfolio: Roughly (as of this morning, as the percentages seem to change daily as per the volatility!) VTSS 18% AOL 15% QCOM 14% AAPL 13% NTAP 12% CSCO 11% INTC 8% GMST 6% RMBS 5% This portfolio does not include my retirement accounts, which are worth about 20% of my investment portfolio, and are comprised of index kinds of funds and growth mutual funds. My plan with the portfolio above is to lighten the VTSS holding (probably sell half on strength), probably eliminate AAPL altogether, and add to GMST and QCOM as I go along. I am tempted to buy into others, such as JDSU and GBLX, but am trying to consolidate! Jeff

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