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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: mauser96 who wrote (16688)1/28/2000 1:01:00 PM
From: Uncle Frank  Read Replies (3) of 54805
 
>> I'm over weighted in QCOM, a situation that seems to be correcting itself rapidly

<LOL> You're in good company, Luke. Since I've been holding a 10% cash position, I've been tempted to buy more Q myself. But I opted to lower the beta of my holdings, and bought more of the "Gorilla Index Fund", QQQ, instead. My new (real time) allocations are,


qcom   51%
ntap   13%
gmst   12%
qqq    11%
csco    8%
sebl    3%
cash    2%


Q has been oh so good to me, but Mr. Market reminds me I am a retired guy and must stay humble. Still Gorilla gaming, though <vbg>.

uf
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