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Technology Stocks : INTEL TRADER

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To: MonsieurGonzo who wrote (2253)	4/13/1998 1:41:00 AM
From: Berney	Read Replies (1) of 11051

Steve, Re: Night Owls One of my clients said to me a couple of years ago: "Don't you know the early bird gets the worm." I responded, "Yup, and I'm a worm, and want to stay underground until all the birds are gone." I've vowed to become a day-trader (ala IT) in a couple of weeks and change my schedule. We'll see? You still didn't tell me how you came up with the intl allocation scheme. As to Avnet, I'll come back to you in a little while. It was part of a model portfolio a couple of years ago and hurt the performance. It was investing in the future don't you know! Great for the long term, but the capital expenditures hurt the short term stock performance! However, I'm equally interested to see where it is today. Berney's Model Portfolio (created 11/21) is doing pretty good. The 15 stocks are up 26.4% compared to the S&P up 15.3%. I'm now working on creating a new Model portfolio for the next six months. The pickings are getting slim. Berney

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