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

To: Justin C who wrote (34225)	11/2/2000 2:12:24 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

>> I'm wondering if the QCOM experience has prompted anyone here to do an annual portfolio rebalancing going forward, particularly with tax deferred accounts? Absolutely. I began the process in December/January, thank goodness, since I was obscenely weighted towards qcom. As of last night my allocations are ntap 22.0% sebl 16.8% qcom 15.8% qqq 14.1% cree 9.4% csco 8.9% gmst 8.0% cash 2.9% sunw 2.1% The lessons provided by the Y2K GKI have not been wasted on me. uf@olddog,newtrick.com

To: Justin C who wrote (34225)	11/2/2000 7:43:20 PM
From: DownSouth	Read Replies (2) \| Respond to of 54805

portfolio rebalancing My NTAP and JDSU holdings, even with their recent suffering, have gotten a bit heavy. I am hoping that Q will counterweight those holdings and rebalance my portfolio. <g> Seriously, I am looking at a company that has been discussed here a few times that I have never owned. I may peel a few bucks off of NTAP and JDSU to put into that stock. I attended at 4 hour product demo for that company's product today and am very impressed by their value chain, market place, and barriers to entry. More later.

To: Justin C who wrote (34225)	11/8/2000 1:49:54 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

I'm wondering if the QCOM experience has prompted anyone here to do an annual portfolio rebalancing going forward, particularly with tax deferred accounts? At the risk of repeating something someone has already written, I'd like to encourage that people thoroughly come to grips with their tolerance for risk with regard to having a substantial portion of one's portfolio in one stock. Having done that, I hope each of us will write down the specific criteria needed to trigger partial sales of a stock position that exceeds that tolerance for risk. Once those criteria are met, partial sales should be made regardless of how recently our portfolio might have been rebalanced. --Mike Buckley