RE: Portfolio
You all know that I would be unable to list my personal portfolio in the confines of this little box. <ggg>
I will simply list the major items I hold and group the rest within (other). None of this includes the holdings of my children or wife. Percentages are based on last night's closing and are guaranteed to change dramatically in the next few months to year:
*Other - 27.05%
Cash - 19.35%
Qualcomm - 16.82%
Intel - 11.41%
JDS Uniphase - 8.14%
Cisco - 7.79%
i2 - 5.47%
EMC - 3.98%
*Other includes:
Godzillas - Amazon, eBay, DoubleClick, Yahoo!, AOL and CMGI
Gorillas - Oracle, Siebel
Candidates of Games - Gemstar, Redback, Foundry, Juniper, Sycamore, Brocade, Cree, Elon, Aspect, Ariba, Lernout & Hauspie, Copper Mountain, Network Appliance
Stocks of little interest to this thread - Amgen, Harley Davidson, E*Trade, Charles Schwab, Pfizer and specialized mutual funds that focus on REIT's, international, small-caps, bonds and convertible securities.
One pick that I feel has a chance to loop to loop a double over the next 12 months - would come from my candidate list.
BB |
