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Technology Stocks : Wind River going up, up, up!

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To: Erwin Sanders who wrote (2246)10/12/1997 8:46:00 PM
From: Bruce R. Schlake   of 10309
 
Erwin, very interesting posts. I was wondering if the downside risk would be reduced even more and the upside would stay fairly consistent if you used 3 quality growth companies at 20% each for a total allocation of 60%. For example wind 20% qcom 20% sndk 20%. I guess the real question is, what is the optimum allocation given you have an appropriate number of high quality growth companies?

Also when you indicate that the companies must be totally independent of each others movement in stock price, does this mean they can't be in the technology sector together or is that being too stringent? Thank you. Bruce
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