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Strategies & Market Trends : Pump's daily trading recs, emphasis on short selling -- Ignore unavailable to you. Want to Upgrade?


To: truthcommission who wrote (14)4/29/2001 10:13:00 PM
From: Michail Shadkin  Respond to of 6873
 
Truthcommision - Re: RCOM full position
A full position is 6% of portfolio.
I currently have 1 3/4 position in RCOM (meaning 10.50% of portfolio)

In the next few days I will post my allocation model as well my thoughts on portfolio and margin risk.

Thank you for your kind words

Many Happy Returns