Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (22264)	4/4/2000 9:25:00 PM
From: 100cfm	Read Replies (2) of 54805

Frank thank you for posting the info. I am copying it below because it bears repeating. "My Cisco LEAPS are wavai (Jan 2002 45 strike). At the close of the market on Friday, the bid was 41 5/8; at the close today the bid is 38, which is a drop of 8.7%. In light of the bashing Mr. Market has given the tech stocks this week, I am very pleased with the way the Cisco LEAPS have held up, particularly since they only cost me 17 1/2 three months ago. Qualcomm held up equally as well this week, dipping from 149 5/16 to 146 5/8, a mere 1.8%. With Gorillas Cisco and Qualcomm representing 62% of my portfolio, I feel as if my portfolio is built on a very solid foundation." Everyone take a good hard look at those percetage drops and compare them with the drops in your own portfolios. That's the difference between true Gorillas and gorilla candidates/kings. It also serves as a stick in the eye for the diversification theory and portfolio insurance. Had my portfolio been 100% CSCO and QCOM I would have been dancing this afternoon instead of sucking my thumb. We all need to strive for better foundations and forget about this shinny pebble and pre ENABLING technology tornado baloney. 100

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