The Roaring Twenty 1998 Message Board

STOCKTALK

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Technology Stocks : The Roaring Twenty 1998

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To: SirAlexx who wrote (2)	1/28/1998 8:44:00 AM
From: White Shoes	Read Replies (1) of 338

Sir Alexx, any kind of portfolio management commentary, any off the cuff commentary of any kind, will be welcome here. As you can see the portfolio is pretty diverse but manages to 'lock in' on certain high growth themes. Quite honestly, because of its mix of speculative and value plays, micro-, mid-, and large-cap issues, I would recommend this thing to grandma. In terms of 'actual' portfolio management though, this will be a low maintenance thing and the original version will be kept as it is throughout the year and beyond. No ACTUAL buying and selling (though maybe a lot of mental buying and selling). I have little doubt that buy and hold in the mock portfolio will outdo my real-life trading.

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