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Non-Tech : NIFTY NINE IN NINETY NINE PLUS ONE
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To: Brander who wrote (316)1/31/1999 1:34:00 PM
From: Mike McFarland   of 613
 
Well it is certainly fun to be at the head
of the class for the moment, but I haven't
checked the numbers myself...really?

Note that I have modified the fake mm portfolio
since the contest began to exclude ariaw and
made a couple other changes...just a fyi.
techstocks.com
the latest iteration on this critter shows +19%.

In the real world my portfolio has also only gone up about
20% this year...two of my biggest gainers were actually
two of my smaller holdings (tgen, aria--cashed out tgen
at 2.5 and some of aria at 3.5). So things like
ctii and cnsi are dragging down the performance of late,
and of course you all know how I went completely mad and
increased those two items so that they represent 70% of
my real world porfolio. Throw in ntii and that's most of
what I've got now. Oh I still have a 1000 share block of
things like sibi, aria, btrn...and 10000 ariaw, but the
smallest of the micros are where I've put most of my chips.

It could be a foolish strategy, but I've talked myself into
it...and it will be pretty sweet if it works...
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