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

To: Uncle Frank who wrote (22475)	4/9/2000 4:40:00 PM
From: Rick	Respond to of 54805

G and K in tech funds: news.cnet.com. Tech funds spread the risk By Dawn Kawamoto Staff Writer, CNET News.com April 6, 2000, 12:25 p.m. PT Investors who were rattled by the bungee jump that sent some tech stocks briefly plunging this week may consider diversifying from individual stocks to tech-focused mutual funds. Despite the tech-heavy Nasdaq composite index taking a beating in the final days of the first quarter, some technology funds managed to post gains of more than 40 percent. That compares with a 10.7 percent gain for the Nasdaq and 3.8 percent decline for the Dow Jones industrial average. ...Benz, who specializes in tech funds, said investors may be comforted by the army of analysts who support portfolio managers, especially during volatile times. ....But funds also have their drawbacks during rough-and-tumble market days. Portfolio managers may be forced to sell stocks they favor to pay back investors who begin cashing out, Benz noted. Individual investors, however, have the choice to wait it out with their favorite stocks. Although past performance is no guarantee of future returns, it is helpful to see which funds are doing well and why. A boom in the semiconductor industry helped propel several of the top five performing funds far ahead of the Nasdaq last quarter, while transitioning out of large cap companies gave another fund an edge. During the quarter, Alpha Analytics Digital Future fund managed to post a 48.2 percent gain--giving it the title of Morningstar's best-performing technology fund. The fund, which was formed in December, was followed by Rydex Electronics Investor fund (43.5 percent), Fidelity Select Electronics fund (42.1 percent), Red Oak Technology Select (40.8 percent) and Firsthand Technology Value fund (40.8 percent). 1. Alpha Analytics Digital Future (N/A*) Top 5 holdings: Qualcomm, JDS Uniphase, CMGI, DoubleClick, SDL 48.25 gain 2. Rydex Electronics Inv (RYSIX) Top 5 holdings: Intel, EMC/Mass, JDS Uniphase, Texas Instruments, Motorola 43.5 gain 3. Fidelity Select Electronics (FSELX) Top 5 holdings: Micron Tech, Microsoft, Texas Instruments, Analog Devices, Altera 42.1 gain 4. Red Oak Technology Select (ROGSX) Top 5 holdings: JDS Uniphase, EMC/Mass, Network Appliance, Cisco Systems, Exodus Comm 40.8 gain 5. Firsthand Technology Value (TVFQX) Top 5 holdings: TriQuint Semiconductor, Applied Micro Circuits, PMC Sierra, Digital Microwave, AT&T 40.75 gain - Fred

To: Uncle Frank who wrote (22475)	4/9/2000 5:31:00 PM
From: substancep	Read Replies (1) \| Respond to of 54805

UF, I have to ask. I've held out as long as possible. What's a LEAP? You've really got me curious now that you said Fidelity offers them in IRA's as this is where I've got my account. Ditto on Fidelity's service. Fees are reasonable after the first 12 or so trades. P

To: Uncle Frank who wrote (22475)	4/9/2000 7:26:00 PM
From: Larry Grzemkowski	Read Replies (1) \| Respond to of 54805

UF Topic Risk I am going to come out of lurk mode for a bit because I feel I might have something to offer in regard to controlling risk. But first let me say that I started reading this fine thread in November 1999 while I was laid up after some surgery for a three week period. I knew about the thread because I saw a post from Mike Buckley somewhere else and I tracked him down. My investment style prior to GG was AIM (Automatic Investment Management) which is the old buy low and sell high concept and it works. My return in 1999 using this system was about 50-60%. But I always had this thing for CSCO and how it is always overvalued??? I just didnt get it! Four years ago I bought 100 shares of CSCO and it ran up 40% and I sold using TA. Boy was I smart. NOT!!! Right now I could have been sitting on 1600 shares if I was really smart. Based upon what I have read here and my analysis of what I have read my present stocks are GMST, QCOM, CSCO, SEBL, JDSU, NTAP, CREE, CTXS AND WCOM (I know don't even say it; I treat WCOM like cash and it came from the last CTXS split). I also hold SGROX AND JAOSX in my 401(k) which I still AIM. Most of you will have a hard time dealing with this but when you AIM stocks you almost look forward to a decline so you can buy more stock (from the scared) and when they go up you sell (from the greedy) until you attain a certain cash reserve. Well I still AIM SGROX AND JAOSX and I was buying last week and loved it. But I have to admit I was uneasy with my G&K stocks. Not because I had lost faith in there long term growth potential but because I couldnt buy more from the scared because I was fully invested. By the way I sold NOTHING! Well I have a plan to change that (aim those G&Ks) and I will remain a G&K investor and an AIMer. Believe me when you use AIM you gain peace of mind and it is a very good risk management tool. Do yourself a favor and check it out. Subject 12596 And to all other new folks this is the greatest thread and what makes it that is the people (its always the people). I am not going to name names you know who you are. But before you ask questions RTFM, AND DO A SEARCH OF THE THREAD FIRST. VERY BIG THANKS FOR ALL THE HIGH QUALITY ANALYSIS FROM EVERYONE Larry G Back to Lurk Mode