Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: k_maxwell who wrote (35655)	11/29/2000 2:53:03 PM
From: BirdDog	Read Replies (1) of 54805

Since NTAP is now about 60%-65% off its high, does that mean that (a) some of these people had NTAP at 20%-30% of their portfolios only a few short weeks ago, or (b) have they been averaging down (like me). Without making a long winded response of everything I've considered doing, or might do. I am a long term buy and holder. I am not a trader. I do not average down, up, or anyway. I believe in the companies I've invested in. I have never invested more than 12% of my portfolio in one company at any time. Yes....my NTAP was over 40% of my portfolio a few weeks back. My portfolio allocations are more a result of short term performance than anything. BirdDog

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