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Strategies & Market Trends : Portfolio Construction
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To: Keith Feral who wrote (662)9/20/2007 10:45:33 AM
From: Paul Chiu  Read Replies (1) of 1964
 
thanks keith!

i too was concentrated in a dozen names then. csco, dell, intc, msft, arba, icge, etc

if i had not covered my margins late 2001, that low of 311.25 on 10/7/2002 for my portfolio would have been much lower.

even today, i am not at the margin level of March 2000, about 75% of it.

valuation does look good now and i wonder if it would get even better.

paul
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