Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (49672)	1/5/2002 10:13:56 AM
From: substancep	Read Replies (2) of 54805

Uncle Frank, The following only pertains to our cash account. Tax deferred money is indexed. 1) Definitely a Gorilla Gamer. 2) % of stocks, bonds, mutual funds & cash: a) QCOM 26.1% SEBL 21.8% BEAS 14.1% CSCO 10.4% RMBS 8.4% cash 19.2%* b)NA c)NA d)*within the next quarter I will begin dollar-cost-averaging the cash into EMC, NTAP, MCDT and possibly AVNX although I am apprehensive about doing so because the market smells like a bear trap. BWTHDIK. I'll admit to market timing here but the cash is beginning to pile too high. MZM situation is a significant issue imvho. Bryan

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