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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (23399)4/26/2000 10:48:00 AM
From: rudyprins  Read Replies (2) of 54805
 
Snas:

Having been a perpetual lurker, I submit my first post, my port, as a token of appreciation to the elders for their responsible and very educational discussions and especially for the Project Hunt reports. I have carefully read and studied the FMs but the technology itself is still daunting to me.

Last fall, as I went into partial retirement, I converted nearly all my holdings in 403b and mutual accounts into an on-line brokerage and took control of my own financial planning. Best move I ever made.

All these moves were in large part due to the collective wisdom I discovered at TMF and here on this thread. Although, like many others, I have taken some big hits recently, I feel very comfortable with the future potential of my port.

As of 4/26

QCOM 16
CREE 15
JDSU 15
ELON 12
GMST 12
NTAP 10
CSCO 6
SEBL 7
INTC 6
WIND 2
CASH 0

Probably double: GMST because I have confidence the merger will be approved, but will not necessarily be mandatory for the tornado to occur.

Percentage-wise, my dominants were QCOM and GMST until recent big hits with ELON, GMST, NTAP and WIND.

My thanks to all of you for your guidance and very positive influence on my thinking process.

rudy
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