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

To: Mike Buckley who wrote (14770)	1/10/2000 12:24:00 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> Frank, if I remember correctly the Silverbacks occupy a relatively small part of your portfolio too, right? I was planning on revealing my revamped portfolio about now anyway, so here it is fwiw: QCOM 61.6% 65% common, 35% LEAPS CASH 12.8% Prepared for opportunities; includes '00 IRA withdrawal GMST 7.6% NTAP 7.1% CSCO 6.4% 100% 2002 expiry LEAPS QQQ 2.9% IMO, the G&K "mutual fund" SEBL 1.6% In the August/September timeframe I was 100% Q, but stock replacement therapy has allowed me to retain the same earnings power and diversify. It's a "have your cake and eat it too" strategy. I'll be reporting on its effectivity as the year progresses. uf