SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Cymer (CYMI) -- Ignore unavailable to you. Want to Upgrade?

To: Ian@SI who wrote (22393)7/4/1999 9:47:00 PM
From: Jerome  Respond to of 25960
 
"Perhaps your trading strategy has not served you well" In September I was over weighted in ASYT and CYMER. Since Oct 8th I'm up a little over 200%. The problem was that I had shifted too much into ASYT and CYMER when they were near their highs. Also I had made significant withdrawals to cover living expenses.

My trading strategy works just fine in a flat or up trending market. It isn't worth a hoot in a downward spiral. I kept averaging down till I was out of powder. And then they fell further.

From now on if my portfolio falls to a predetermined level I will just sell everything and sit on the sidelines until the fish tank becomes clearer.

Intelligence is nothing but memory, and I hope I don't get alzheimers.

Jerome



To: Ian@SI who wrote (22393)7/4/1999 9:58:00 PM
From: Jerome  Respond to of 25960
 
"most major indices have set record highs " True but not all stocks within those indices have recovered to the same extent that the index has. In the semi group The larger cap stocks AMAT, NVLS, KLAC are at their highs while the smaller caps are sadly lagging.

Someone posted of this or the AMAT thread. "Never bet the index".

Speaking of such, is there a semi-equipment index that resides as a mutual fund? Might be a worthwhile consideration.

Jerome



HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News