Dipy,
Ok, after much thinking tonight and consulting my wife, I appreciate it if you would please help me in making some investment decisions. Not that I will follow your advice but since I have come to respect you (despite you being a bitter old pessimist arrogant man!), I value your view (to some extend) :)
Anyway, So as it stands, my entire assets (excluding my house) is based on the following: 45% already invested (all 100% high techs - VTSS, CSCO, LSI, JDSU,MSFT, IBM, INTC, OPWV, CIEN, GLW, ONIS, HWP, CPQ and a few other smaller ones), and I have been shorting ARBA (from around $15/shr), and JNPR (from around $12.75/shr) which I have not covered neither of them yet, and 10% Bond, and 45% cash sitting there getting about 2% interest!
I am going to invest 80% of my cash, and here is where I am trying to decide how to distribute it.
I was going to put all of it in the high techs (by accumulating the stocks I already own). However I am now open for suggestions, eventhough I am still very much inclined toward investing at least 75% of this cash into these high tech stocks and accumulate. The remaining 25% I am open to other suggestions. My timing to invest would be toward the end of October (however that also I am open for suggestions).
Your comments will greatly be appreciated.
Regards, |
