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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (36692)12/15/2000 6:44:13 PM
From: LindyBill  Read Replies (1) of 54805
 
In the day and a half since the confirmation, the Naz has slid about 8%.

Yeah, and I am down about 14%. All I can do is grit my teeth and hold. I have made a vow not to touch my portfolio for a least a year. I am holding back about 1/3 cash, and the rest is:

BRCD 15%
EMC 6.5%
INTC 6%
NTAP 18%
QCOM 22%
SDLI 14%
SEBL 13.5%
SUNW 6%

The best thing I could do is not even look at the numbers for a year.
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