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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (14770)1/10/2000 12:24:00 AM
From: Uncle Frank  Read Replies (1) of 54805
 
>> Frank, if I remember correctly the Silverbacks occupy a relatively small part of your portfolio too, right?

I was planning on revealing my revamped portfolio about now anyway, so here it is fwiw:

QCOM   61.6%   65% common, 35% LEAPS
CASH   12.8%   Prepared for opportunities; includes '00 IRA withdrawal
GMST    7.6%   
NTAP    7.1%
CSCO    6.4%   100% 2002 expiry LEAPS
QQQ     2.9%   IMO, the G&K "mutual fund"
SEBL    1.6%

In the August/September timeframe I was 100% Q, but stock replacement therapy has allowed me to
retain the same earnings power and diversify. It's a "have your cake and eat it too" strategy. I'll
be reporting on its effectivity as the year progresses.

uf
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