RE: Portfolio Survey
- JZ Tech Fund holdings:
15%: QCOM
7%: SEBL, JDSU
6%: CSCO
5%: NTAP, BRCD
4%: GMST, JNPR, AVNX
3%: EMC, CREE, BRCM, NOK, SNDK
2%: PMCS, NVDA, PALM, RBAK
1%: MNMD, EFNT, EXDS, ITWO, SCMR, ORCL, RMBS, FDRY, JNIC, SSTI, WIND, TXN, VRSN, NT, CIEN, COSN, CMRC, ARBA, AMCC, CLRN, DITC
While total of 39 stocks could be a survey record, since I don't follow any single company closely, taking small position in early stage GG stocks satisfies my venturing desires but limits my losses. I'm one of those inventors who feel worse in losing opportunity than in losing money.
- My biggest mistake this year:
Instead of giving investment advice, I gave stock recommendation to a friend with little investment experience. It's hard to get over the guilty feeling of losing other people's money.
Thanks for organizing the survey!
John |
