Gene - i asked my self the same question the other day - can I just pick 10 stocks to go with? My reasons are that it has gotten so crazy, I want to stop the churning, find a list I'm comfortable with and ignore for 18 months. As you say, prices today actually make that easier to find a list of techs. I actually reorganized, and this is essentailly my port now, and no margin. Well, none to speak of. I finished the buying today.
My driving goal is find 10 gorillas in slightly different areas, and go with that. For example, LSI and TXN compete against each other a lot, so if I like DSPs, just pick one, rather than flipping back and forth (which I've been doing). BRCM or PMCS are in a similar boat.
So here it is:
JNPR
BRCM
BRCD
CHKP
QCOM
ITWO
JDSU
YHOO
BEAS
EXDS,LSI,NPSP,MERQ,NUAN,AMZN
Well, I didn't quite make 10! But, the positions after EXDS are all smaller. So for tracking, you can ignore them.
Tom |
