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

To: CharlieChina who wrote (76827)	5/11/2001 3:32:59 PM
From: sea_biscuit	Respond to of 99985

I agree. And that is why I have crafted a portfolio allocation that addresses the issues that you have brought up. I call this the "Portfolio for the next decade". Energy plays 20% (oil/oil services 8%, natural gas 6%, electric utilities 6%) Inflation plays (small caps) 20% (small cap value index fund -- 6%, managed small cap growth fund -- 8%, micro-cap fund -- 6%) REITs 10% (3 companies -- 4%, 4%, 2%) Pharmaceutical plays 10% (3 companies -- 4%, 4%, 2%) Franchises 10% (KO, G, DIS -- 4%, 4%, 2%) Seasonal S&P 500 play 20% (IN Nov-Apr, OUT May-Oct) Short-term plays 10% Total 100% Please feel free to comment and also to discuss about specific stocks in the sectors for which I haven't yet indicated actual stock names. Thanks.

To: CharlieChina who wrote (76827)	5/11/2001 5:07:23 PM
From: trouthead	Respond to of 99985

I think Tech is getting hit, but not because of what you state. In each of those areas technology plays a major role in the ability of each to be served to the public. What I think has happened to technology is a glut. Everyone has enough tech to make this run smoothly and there is not a compelling reasoin, ie making money, to expand grow or upgrade systems. The internet build out collapsed of it's own expectations and lack of delivering on the promise. We may be in survival times, but tech has become woven into the fabric of everything we do. JB