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Technology Stocks : F5 Networks, Inc. (FFIV)
FFIV 262.68-0.7%Dec 12 3:59 PM EST

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To: StormRider who wrote (1364)3/26/2001 4:26:27 PM
From: Peter Dierks   of 1801
 
Pardon me, but are you investing your core holdings in speculative stocks?

I bought at IPO, tried to dump for two days above 110, then got distracted. I am disappointed in myself, that is all.

It has been advised by many to invest only 5% of your inevitable portfolio in speculative securities and investments. That rule is one I generally follow.

The great thing about it is when you connect big time, the resulting holding tends to become a core holding. The problem is differentiating those from the irrationally exuberant.

Peter
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