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Technology Stocks : Full Disclosure Trading

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To: The Ox who wrote (11610)	5/27/2008 2:38:45 PM
From: The Ox	Read Replies (1) of 13403

OT Portfolio update. Excluding the albatross (CCUR), the portfolio has finally returned to the black... a long wait for this to happen. Including CCUR, the portfolio is still down about 5%. In hindsight, the timing of starting this portfolio couldn't have been worse. However, considering the rough ride the market had earlier this year, I'm quite pleased with the current performance (all things considered). The micro caps have been a heavy weight which has hindered the overall performance. The long term view and potential for most of the stocks is still very good. I don't plan on any major changes at this time but will review them all when time permits...sometime in the next 4 to 8 weeks. Odds are that at that time, I'll do some adjusting. fwiw, etc..... TO

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