Oh, No, Markie-you mean you don't actually think LVCI is a good stock to own anymore? When did you decide this-before or after it went to $10/share (approximate current PX). As for the rest of your list (not having checked every single ticker you put down), it seems as tho you're largely concentrated in the largest of the large; outfits like Cisco, Yahoo,Nokia and AOL. It seems as tho you like high priced stocks and large stocks tho. CSCO is slightly north of $100/share; YHOO is ~ $350/share; JDUniphase (another of your picks) is $235/share; PMC-Sierra is $120/share. How much of these stocks do you really own?
Be that as it may, I repeat my challange, (which incidentally is the same challange put to you by Mooter, if you will remember). Specifically, create a portfolio now (on paper, if you like), assume an initial investment of a particular amount ($100,000), allocate the investment, and see how that portfolio performs relative to VLNC over the next year.
I hope you decide to do this, Markie. It should be interesting. |
