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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tekboy who wrote (29167)8/1/2000 10:34:15 AM
From: TigerPaw  Read Replies (1) of 54805
 
What, in other words, have you learned from this debacle,
Change the names and I have several stocks with similar stories, (CREE, VIGN, & QCOM). What I learned is don't put all your eggs in one basket. Each of these stocks represent a fairly small part of my portfolio, why? because all my stocks start out as a small percentage. My big holdings, EMCS, CSCO, DELL, & JDSU started out as small holdings and grew into big holdings. In other words 2 out of 3 picks I make are mediocre or bad, so I don't put my whole future into each pick. If you land upon a really good pick it will become a major piece all by itself. It's too tempting to go for the big win.
TP
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