Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Martin Rasch who wrote (11097)	11/24/1999 10:04:00 PM
From: Jean M. Gauthier	Respond to of 54805

Indeed.... I have just started to invest in 1998, before that various financial planners and brokers lost me approximately $ 25,000 in all, as well as making my returns from 1991 to 1998 about 25% TOTAL in that period. Since then, I have done much better by myself, with the gorilla game and my knowledge of the IT industry. I have just started a very senior Technology Architect position, that will give me even more information on this industry as I go along. I do not have percentages on my holdings yet (too many accounts), but here goes. MSFT (200 shares & 10x LEAPS) INTEL(5x LEAPS & 30 Options Jan 2000) CSCO (500 shares & 11x LEAPS) QCOM (3x LEAPS) EMC (200 shares & 4x LEAPS) SUN (MY BIGGEST WINNER, and getting stronger.. 600 shares& 2x LEAPS) DELL (26x LEAPS--> Biggest loser, with MSFT) AOL (4x LEAPS) PFE (12x LEAPS, pretty lame) GE & JNJ shares, about $ 6500 apeice (my taxes for next year) JDSU (61 shares & 2x Options June 2000) TD Bank (owner of TD WaterHouse... 560 shares) NT (100 shares & 3x Options) CLS or Celestica (100 shares) Some mutuals I still hold, with back-end costs IF I sell of anywhere from 5-6%.. So I keep them That's about it. While I do not have Lindy's returns, I sleep better at night to be diversified. I do not think I am "deworsesified" though, as my returns are about 100% in a year. Take care everyone Jean