The New Economy and its Winners Message Board

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Strategies & Market Trends : The New Economy and its Winners

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To: Robert Rose who wrote (358)	5/20/2000 10:50:00 AM
From: Dale Baker	Read Replies (1) of 57684

How much do you want your money to make and over what timeframe? Seems to me you should start from that side of the equation then pick the risk-level in individual stocks accordingly. New Economy stocks can run from those with a 30% downside to those with a 90% downside. The upside in a big runup like October-March tends to follow suit. You should also ponder which sectors of the New Economy you think are most promising going forward. There is a big difference between a B2B software maker like CMRC and a fiber optics hardware supplier like SDLI. Then you have the leader-startup gaps and even "old economy" stocks like GLW shifting gears into New Economy niches. No simple answers. If you click on my profile and find the latest PORTFOLIO UPDATE on the 50% Gains thread, you can see how I allocate my stocks among sectors. But I'm like Bill - heavily into equities, no kids or debt, etc. I average 75-80% of my portfolio in stock related to the New Economy plays.

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