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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Justin C who wrote (34225)11/2/2000 2:12:24 PM
From: Uncle Frank  Read Replies (2) of 54805
 
>> I'm wondering if the QCOM experience has prompted anyone here to do an annual portfolio rebalancing going forward, particularly with tax deferred accounts?

Absolutely. I began the process in December/January, thank goodness, since I was obscenely weighted towards qcom. As of last night my allocations are

ntap 22.0%
sebl 16.8%
qcom 15.8%
qqq  14.1%
cree  9.4%
csco  8.9%
gmst  8.0%
cash  2.9%
sunw  2.1%


The lessons provided by the Y2K GKI have not been wasted on me.

uf@olddog,newtrick.com
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