Justin:
Your W&W portfolio looks very good, with the caveat that it's going to be a work in progress, much more so than the GKI will be. I cannot visualize the contribution of PSFT, but others may see it quite differently.
I guess my point would be that your portfolio ought to contain issues many of us would likely come to own, and that if they fall roughly within the GG Primate/Royalty rules, then ought to be included. That takes care of my remark about CMGI, ICGE and SFE, and puts me in agreement with my soulmate, Cha2.
The notion of a third portfolio, composed of fallen and rising hopes, probably belongs on the Wannabe Thread, which ought to have a portfolio of it's own, perhaps posted on our header for reference only, not discussion.
This leaves you with flexibility, allows you a place from which to steal, (uf gives lessons on this fine art.:))and keeps the general set of definitions in proper perspective.
BTW, how go the studies? You back up to straight Aces yet?
PS. How tough would it be to stick a Y2K label on the new one to separate it from last year's model, as uf hass done? |
