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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: XBrit who wrote (59008)	9/15/2000 5:58:05 PM
From: OldAIMGuy	Respond to of 99985

Hi JM, Big Bubba represents just shy of 5% of my total portfolio with CASH being a current 22% of total. That's direct investment while I also have some representation in some mutual funds, I'm sure. Energy represented about 10% of the portf. a year ago, and I've not sold off any. It's been the rest of the portf. that's grown causing "shrinkage" in the energy share. Still, energy has been doing okay on its own. I'd have to look back to see, but I believe it's up about 30% in the last year on its own. Since Energy is a very long term commitment of mine, I'd not expected any dramatic run-ups until the end of this decade. It's been coming sooner than anticipated. I don't mind a bit. By its own growth I anticipate that it will re-capture its former percent of total or maybe even exceed that level by 2005. Even more by 2010. I'm glad I started accumulating when I did. Best regards, Tom