My overnight thinking about what to do with my loot is taking a new turn for me. Since I get a lot of interest from people on this board about my investment plans, I thought I would throw out my latest Brainstorm. It is not fixed in stone yet, just the way my thinking is going at the moment. As you know, I am 100% Q at the moment. What I sure I am going to do is:
1) Sell 22% if it and take it off the table. Leave it in some form of bond/moneymarket for running and security. Even if I turned into a really "big spender", that would run me 4 or 5 years.
2) Sell another 22% of it and invest it in other G&K candidates.
3) The above is pretty well for sure. I will make the final decision Tuesday.
4) Now comes the fun part. And I do mean fun! My thinking, as of this morning, is to split it up equally between 6 or 7 G&K candidates, and then "Russian Army" that split as the year goes on.
5) My candidates, as of this morning, would be:
BRCM, CREE, EMC, EXDS, GMST, JDSU, and NTAP.
I know that goes against my history of holding only 3 or 4, and a couple of them could be considered "shiny pebbles", but I thought I would be enjoyable to follow that many. They are all going like a house afire, and following them all will take up the slack between dances. :0)
LindyBill |
