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To: smolejv@gmx.net who wrote (7265)11/19/1999 11:52:00 AM
From: MonsieurGonzo  Read Replies (1) | Respond to of 11051
 
DJ:" internet upstarts "

hmmm... presume you want to LEAP these, as you never buy stock so, could be tough to find "upstarts" with LEAPs :-/

fwiw, here's an interesting construct...

3 x QQQ : CSCO + HHH = 60% : 40%

...kind of a hot-rod NDX-100 index.

Increased weight of 20% CSCO bellwether provides some stability (relative to 60% QQQ basis), and go-go 20% HHH increases weighting of an internet mix with low specific risk.

This is a similar, BigBoy construct...

3 x SPY : GE + GS = 60% : 40%

...where you can get a little more "juice" by substituting [10% MWD + 10% SCH] for [20% GS]

-Steve



To: smolejv@gmx.net who wrote (7265)11/21/1999 5:34:00 PM
From: tommy gunn  Read Replies (3) | Respond to of 11051
 
Hi Professor,
"Balls in one hand Money in the other"
OUT & IN: WIND, IN more HSNS
tg