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Strategies & Market Trends : 50% Gains Investing

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To: Dale Baker who started this subject	4/27/2001 4:40:10 AM
From: Dale Baker	Read Replies (2) of 118717

Tech stocks - after stopping out of many tech stock trading positions lately (to take profits, I should add), I am down to only 38% tech stocks in the portfolio. That includes LPAC, the hedged BRAGX fund, the defense electronics stocks and other stable stuff that equals 21% of the 38%. So my tech exposure is extremely low in the stuff that will move with the NASDAQ. I would rather wait until NASDAQ clearly holds 2000 or goes back to 1700's to reload. The bump in energy and other stocks yesterday gave me a very green day while the Naz gave up a few more points. Hope to keep that process going. Looking at VRSN and OPWV as very maybe-ish spec buys in the near future, but I think I may get them cheaper in a Naz pullback sometime.

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