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Strategies & Market Trends : e-Commerce the Next 100 Months......

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To: cm who wrote (839)4/29/1998 6:35:00 PM
From: TLindt  Read Replies (2) of 2882
 
Dave_s has asked me a couple times about putting the e-commerce Cats and Dogs Portfolio up on the bannar to this thread.

1) I am interested in what you guys want to do.

2) If we did do it dave_s would be in charge of distribution of funds within the Cats & Dogs.

3) dave_s seems to try to make room for any e-commerce stock which gets mentioned on this thread...that may be harder to do as that portfolio seems to be fully vested at this time.

If you guys want to proceed with 2 portfolio's one the Blue Chips and then the Cats and Dogs the the first thing I think we need to do is set our priorities....ie we started with 20k in e-Commerce the next 100 months, and then threw 30k in to an anything goes portfolio? I personally question that logic.....so in order to expand the 2 index portfolio's we would have to #1) redistibute the $$ involved somehow #2) change the bannar to reflect the 2 model portfolios.

Again if you are happy as things are, they will not change.
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