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To: eli74 who wrote (18642)3/9/2000 3:38:00 PM
From: MGV  Respond to of 27311
 
I don't know about you eli but, I think portfolio management is a dynamic process. Turnover should not be 100% but it must be over 0%. New information requires fresh decisions. So, there are a few new names to replace a few old names. I have the roughly top 80% (as a percentage of total portfolio) or so of what I hold in the favorite stocks section of the profile.

I have to say talking to you on this matter is like talking to a person with blocks over his ears. It just doesn't penetrate. If you want to track my portfolio, do it. As I have said many times, it is mostly in my profile. If you do it, then pay attention because the market is dynamic and market dynamics mean you don't sit on your thumbs when you should be processing new information. Got it?



To: eli74 who wrote (18642)3/9/2000 5:58:00 PM
From: Chisy  Respond to of 27311
 
Don't you understand that he gets paid for every response he gets on these threads. Why put money in his pocket. Use the ignore button.