Briefly, I have three portfolios. One is a mutual fund
portfolio where about 30% of my total investments are placed. Currently I am in the
PBHGX fund, since March 1,1997. The second is a core investment account in which I
manage, for medium and long term investments, and holds about 50% of my total. My
current holdings in this account are CPQ, MSFT, TXT, OWC, K, PFE, and CAG. These are
basiclly "buy and forget" at this time. I did though sell half of my original CPQ holdings late last year. The third portfolio is a short term trading account with about
20% of my total. Some examples of stocks I have recently been trading are SPCT,(was
also a core), SNDK, GTW, VRAN, AHA, WMT, NSCP, DIGI, DMIC, COPY,
CREAF, BOCI, VVUS, DELL, SIII, (ouch), and LU. I also at times trade some of my core stocks.
I use both fundamental and technical analysis as tools for my investments. With the core
portfolio, I use fundamental analysis as the base, with technical analysis as support. With
the trading portfolio, I use technical analysis as the base, with fundamentals acting as
support.
Currently my trading account consists of cash and LEIX long.(LEIX represents about 25% of total.) I am looking at CPQ, (long), WMT, (short), INTC, (long), and adding to LEIX (long). I am also eyeing NSCP both on the long and short side with technical trades.
Good Trading, LF |
