Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: freeus who wrote (19055)	3/1/2000 12:36:00 AM
From: shamsaee	Read Replies (1) of 54805

I have a porfolio of 15 stocks and follow them to the best my ability.I try to have 18% cash(5% now after Elon Buy) and I buy any of the above on dips and rebalance it down the line.I was watching Golf when ITWO took a serious dive,because of the ORCL&CMRC deal with the auto makers.I believe it had gone as far as 129,I ended up buying at 150, which has put my itwo holdings on par with Qcom.I have never had a good experience selling any of the above,even though it had looked like a good decision short term, however long term I have always missed great Returns. Here is the list EMC NTAP BBRC BRCD BRCM INTC QCOM ITWO ARBA JDSU SEBL CSCO GMST GLW(recent buy) NOK(recent buy)

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