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Non-Tech : S&P Midcap 400 Portfolio (^MID, MDY)
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To: Londo who started this subject5/20/2001 12:20:02 AM
From: Londo   of 181
 
Close of May 18, 2001. Portfolio allocations:

1. Energy/Oil: 30.5%: EQT, SCG, VLO
2. Biotechnology: 26.7%: CORR, INCY, PDLI
3. Cash: 14.8%
4. Technology: 10.4%: KEM
5. Financial: 8.8%: CBSS
6. Index: 8.7%: MDY

I'm happy with the current allocation, although I might be inclined to increase the technology or biotechnology component 'one notch'. In the event of a technology company addition, it will be one that does not involve networking or telecommunications.
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