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Strategies & Market Trends : Value Investing

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To: Madharry who wrote (19229)6/3/2004 8:16:33 AM
From: Steve168  Read Replies (1) of 78487
 
You are exactly right that the stocks/sectors went up significantly last year will go down faster this year. This is a test of one's strategy/approach.

I was fully loaded with below-cash tech plays and ride them on the rally, sold most of them in Q1 2004, I am having around 80% cash and up around 1% this year.

Wait to see NASDAQ down 10% from here and how is everyone's portfolio turn out. If someone still up for the year, that would be remarkable.
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