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Non-Tech : S&P Midcap 400 Portfolio (^MID, MDY)
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To: Londo who started this subject5/7/2001 4:30:24 AM
From: Londo   of 181
 
Portfolio statistics, before the opening of Monday, May 7th, 2001:

Cash position: $3743.66 (31.9% of assets)
Market value of securities plus cash: $11733 (+11.7%)

S&P 500 YTD: -4.1%
S&P 400 YTD: +0.1%

Obviously I am pleased with the portfolio's performance. I want to continue remaining in this high cash position, while the majority of the existing portfolio remaining in high-beta stocks.

CBSS and SCG are the financial and utility/energy components, respectively (17.4% of the portfolio). I'd like to inch this up to 25% down the road.

CORR, INCY, PDLI are biotechnology components. The portfolio is currently overweight in these high-beta companies. (31.6% of the portfolio). Currently, INCY is on queue for a partial sale which should bring the number down to an overweight position, roughly 25% of the portfolio.

KEM is a generic technology component (they make capacitors). Currently consists of 10.2% of the portfolio. I have no desire to change this position at this moment. KEM recently announced to buy back 4 million shares, which is approximately 4.6% outstanding.

Finally, 8.9% of the portfolio is indexed to the S&P 400 itself. As I believe the overall trend of the S&P 400 will outperform the S&P 500, this component will smooth out the portfolio a little.

I have a desire to add something in the semiconductor, or semiconductor-related field to the portfolio. I'll be entering in buy orders when the Nasdaq has reached its prescribed limits mentioned above. No harm if the targets are not hit.
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