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

To: Mike Buckley who wrote (15362)	1/16/2000 11:27:00 PM
From: dwayanu	Read Replies (1) \| Respond to of 54805

[D]...writing weekly checks out of margin... [MB]... I hope you appreciate how risky it is, about 9 on a scale of 10 ... Well, no, I don't see it as that risky. I expect the portfolio to grow at a healthy rate as long as we're talking year or more timeframes, which increases the safety. There's good timing flexibility for when to cover the margin, which helps with efficiency. And, I expect to live on a lot less than $150k/year. I expect a strongly upward tech market for the next 5 years or so with very good confidence. It would take something on the scale of war with China to break this market IMO. Outside of the '87 crash, has any correction dropped (admittedly high P/E) tech stocks by anything close to an average 65% at any point (which would cause a margin call in the described scenario) ? - Dway