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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (54650)12/8/2003 3:23:21 PM
From: Jurgis Bekepuris  Read Replies (1) of 54805
 
Portfolio Survey - sounds like a good idea for this thread too. :))))

Here it is:

Mutual funds 60%
Cash 10%
Company stock (not including options) 6%
APCC, BMY, CDT, CX, CHKP, NTZ, ARMHY, ELY: ~2% each.

Explanation: Majority holdings in 401(k), where I cannot buy stocks.

Lesson learned in 3 years: Buy when expected calculated return is high and hold. :)

Exit strategy: The usual one: when expected annual return drops below 5-7%, sell!

Good luck

Jurgis
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