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


To: Apollo who wrote (11129)11/25/1999 2:55:00 AM
From: Bretsky  Read Replies (1) | Respond to of 54805
 
PORFOLIO FROM A FIVE WEEK LURKER WHO LOOKS TO SOMEDAY BECOME A VALUABLE THREAD MEMBER.

First off, Happy Thanksgiving to all.

I'm a 31 year old long term investor whose main goal has always been to select high risk, high reward stocks for my long term portfolio. I often buy a few shares online and then see how they perform while developing confidence in them before buying more. I love reading this thread, but do not feel confident enough to contribute before doing more research through past posts and reading the Gorilla Game. I ordered the book and audio cassettes and am studying them currently. I currently work for a Computer Value Added Reseller (LOVE Citrix) so you will see most of my stocks focus on the tech sector.

I am probably an ideal candidate to benefit from this thread because
A. I have a hard time narrowing down stocks so I often buy a few shares of several stocks rather than making a bold selections. I have TOO MANY STOCKS !
B. I have a hard time with when to sell.
C. I need more focus and tend to look at market timing too much when buying a stock.

Here are my current stocks I own. Suggestions are more than welcome as I take constructive criticism as help.

CSCO 25%- Steady as a rock
TLAB 20%- First stock ever bought..725% gain hard to sell
AOL 12%
EMC 8%
HD 7%
CMGI 4%- Great Growth ahead
BRCM 4%
WCOM 3%
INSP 2%
DELL 3%- I don't know if I want this stock anymore ????
YHOO 2%
JDSU 2%- THANK YOU THREAD; bought at 110
MFNX 2%
GMST 2%- Recent purchase at 109
WPNE 1%
PFE 2%- Keep asking myself WHY I own this stock ?
QCOM 1%- Took first position at 360

Again, Happy Thanksgiving to all, and I'd like to thank everyone for their views. Feel free to offer comments if you choose.

Bretsky