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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who started this subject	10/20/2000 5:23:00 PM
From: darbyc	Read Replies (9) of 54805

Slightly off topic. I'm wondering if anyone would care to comment on strategies for adding to one's existing positions. I'd be interested in any general strategies. And of course, I'd also be very interested if anyone would want to comment specifically on my portfolio situation. I currently own the following ten stocks. I will have money each month that I can use to purchase more shares. SEBL 26.85% QCOM 14.63% JDSU 11.32% NTAP 8.93% INTC 8.42% SUNW 8.30% CSCO 7.31% GMST 5.38% BRCD 4.51% EMC 4.36% SEBL is my top position, mostly because it has performed so well since I purchased it. I purchased QCOM, GMST, and CSCO at the end of March (among the first purchases of my investment career) so these stocks have never really seen green in my portfolio. All three down 20-30% since I purchased them. I'm not sure what criteria to look at. I know I want to build stronger positions in BRCD and EMC. Do I pay attention to 52 week high and avoid stocks that are trading near it? Do I feed my best performers (currently SEBL and NTAP)? Do I strive to have a rough balance among the 10 stocks? I hope to do the Rulemaker legwork on each of my stocks over then next month or two and consider adding to those that best meet the Rulemaker criteria. I feel/guess that QCOM and NTAP will be my best performing stocks after 5 years. Do I build them stronger accordingly? Anyway, thanks in advance to anyone who chooses to respond. Stan

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