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Biotech / Medical : VD's Model Portfolio & Discussion Thread

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To: Rocketman who wrote (5564)	9/2/1998 12:38:00 PM
From: seminole	Read Replies (2) of 9719

VD's Portfolio Gurus This is just a little note from a lurker who has some experience managing his own portfolio. At times of market problems I have found it best to concern myself with the portfolio rather than the intrinsic value of individual companies. Damn diversification, sell out of two large positions. You can use the cash to reduce margin and maybe also make a small addition to one of your low priced/valued stocks. Hell, I would even sell MOGN for the good of the portfolio. good luck richard

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