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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?

To: Tim Luke who wrote (72847)	11/16/1999 12:31:00 AM
From: steve susko	Read Replies (1) \| Respond to of 90042

please let me know how to get tomorrow's pick, thanks

To: Tim Luke who wrote (72847)	11/16/1999 12:31:00 AM
From: G3	Respond to of 90042

Tim, I am refining my non-IRA portfolio to have/use ~35% in core holdings (AOL, RNWK, TYC, EMC, etc.) ~25% in a variety of mutual funds (don't trust myself!) ~25% in position trades (1 day to a couple months) ~15% in cash (for either day trades or for temporary holdings) The most I spend on any one stock is about 15k. I also trade on my IRA portfolio. For that I do ~%50 in a variety of mutual funds ~%50 in stocks (of any kind and for any time) My mutual funds are very well balanced - small/medium/large cap, value/balanced/growth, domestic/foreign. My stocks are not well balanced - only high tech internet, telecom, software, & hardware) & drug/health. The dog you know is better than... I use an excel spreadsheet each evening to analyze and prune my portfolio based on several metrics... I'm up 50% since about July. It will be interesting, however, if the bear returns (which I don't think will happen too soon)... China is growing on-line, Europe is consolidating, and America is fine tuning its growth, and that is all good for us here in the states. JFK's father Joe took his money out of the market when the shoe-shine boy (no not underdog!) started talking stocks. We're getting somewhat close to that point. ;v) Ciao, /G3