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My personal opinion would be to take
one telecom,
one software,
one computer PC,
one bio,
one semi,
one ISP,
one broadband,
one internet - ecomm,
one internet b2b,
one portal
This way we can pick the industry leader with best volume and price leadership, and others could refine into the concentration of choice. The purpose of taking awider spread of industries is that we will find that some tickers will work better on certain patterns/nmethods/strategies. If we concentrate on just a couple sectors, we are influeincing the direction the net will take. Also, in just a semi and bio selection, certain patterns will emerge and be reinforced by the sector news and leaders anyway.
now, this isn't to say we can't take what we do and apply it to the stocks we wish to follow on outr own simultaneously, as it will provide some insight we could normally overlook. But to make a general net experiment, I think we should try to explore a diverse selection and see where are experiment leads us rather than start focusing too early. We carry predispositions into our design when we think we know where to look. |
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