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


To: Apollo who wrote (11115)11/24/1999 8:42:00 PM
From: Joanne Fishman  Respond to of 54805
 
Stan, for your collection:

IRA/SEP IRA:
JDSU 77%, GMST 23%

Joint Account:
JDSU 63%, QCOM 11%, SEBL 10%, cash/MM 5%. There's also my husband's shinny pebble ELY 5%. And the shinny pebble that I can't seem to drop, MRVC 6%.

Started reading GGilder a year ago and started buying JDSU in Jan. Been lurking here for several months, read TFM, and am indebted to the many great posters here. I'll drink a toast to you all when we say "thanks" tomorrow.



To: Apollo who wrote (11115)11/24/1999 11:55:00 PM
From: Rick  Read Replies (2) | Respond to of 54805
 
Hi:
My portfolio, for what it's worth is:

CMVT 6%
CSCO 2%
GMST 4%
JDSU 8%
NT 3%
NTAP 2%
PMCS 5%
QCOM 60%
RFMD 3%
RNWK 4%
SEBL 3%

Original, no?

Thanks to the influence of this thread my portfolio has been completely revamped over the last 9 months. For a LTBH kind of guy the only stock I've held for over a year is now CSCO.

Happy Thanksgiving to all.

- Fred



To: Apollo who wrote (11115)11/25/1999 12:26:00 AM
From: pala  Read Replies (1) | Respond to of 54805
 
QCOM 47%
EMC 17%
CSCO 8%
ORCL 5%
MSFT 5%
INTC 5%
ITWO 5%
YHOO 4%
WIND 3%

Enjoy
Doug