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Technology Stocks : INTEL TRADER
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To: MonsieurGonzo who wrote (7457)1/4/2000 7:19:00 AM
From: smolejv@gmx.net  Read Replies (2) of 11051
 
Hi Steve. Im intrigued by your

>>....those stox with .GT. +34% gains were given a haircut back to their original levels - ie., about ~2.5% of total principal basis equity....<<

I'm in the same (happy) situation, but my approach is "hold-on-to-your-winners". The basic question is the amount of risk when keeping them. Rephrased "Is profit dangerous to your portfolio"? Supplementary question: OK I sold, so what am I now supposed to do with the cash? Buy the winners? Well, why not simply keep them. What I do is revolve the leaps (like NOK for 2001 now).

MY major problem is the overall PE of my portfolio - its above 60, and THAT's the risk I have to ... ahem... live with.

For all leap lovers on this thread, way to go. Just DO NOT look at anything less that 10- 15-day charts. Or you run the danger of wanting desperately to buy or to sell - whichever side of the fence you may be. My solution: stay invested. Am at 80% return on the year and around 55% since 96. With these numbers, its the same as with the dimensions of our ...er... organs: it's not so much the SIZE, as the fun you can have or provide with it. As for me, without this no universities for my kids - pls note that in 3 or 4 years I bled the portfolio to the amount of cca 90% of its present value. You can only guess what I could do with this zero(*) ROI cash flow.

Regards

dj

(*) Kids as an investment? Not exactly what me and my wife had in mind in those thoughtless days.
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