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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Apollo who wrote (35281)11/27/2000 5:12:04 AM
From: EnricoPalazzo  Read Replies (1) of 54805
 
Portfolio Survey

QCOM--47.92%
GMST--12.52%

Cash--39.56%

The above assumes that 401(k) should be classified as cash. I only wish--the returns would have been far higher... Also assumes that employer stock options should be excluded altogether (not that it matters--they're all underwater)

Biggest Mistake?
Not investing a sufficiently high portion of my income. My goal is to invest from $1000-$2000 per month. I haven't even hit the bottom end of that range. Close second: building up a cruddy credit rating earlier this year, end result being that no brokerage will approve me for LEAPs purchases.

Note: in case 401(k) is to be excluded altogether, here's the port absent the 401(k) stuff:

QCOM--74.46%
GMST--19.46%

Cash--6.08%

And yes, I'll be diversifying into RMBS & NTAP next time I put some cash in. Not that the Q has hurt me much--I may be the only guy around who's way up on Q for the year.

ardethan@GMST,ontheotherhand...@die.die.die
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