Thanks for the encouragement, Unc. I have a long term horizon (5-10 years), but I am finding my investment style changing drastically. I have moved from a "dogs of the dow" strategy, to a blue chip strategy (including tech gorillas), to an "emerging gorilla strategy".
My holdings in CSCO, INTC, and MSFT still represent 35% of my portfolio. But NTAP, QCOM, PMCS, UNPH, ATHM, RMBS <g> represent 40%. I am making weekly adjustments, feeding the winners. I sometimes fear that I am panic buying, but I know that I am spending a lot of time with dd and observing what seems to be some ideas on SI (especially G&K) that create a sense of organic intuition ahead of the market by weeks and months.
I am blabbering, I know, but I have been meaning to express my appreciation for your creation and "nurturing" of this important thread. |
