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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: bosquedog who wrote (53086)	7/6/2001 3:27:09 PM
From: tsigprofit	Read Replies (2) \| Respond to of 57584

Small positions taken..Sure, I'll share mine..why not? Bosque..These are small positions, for long-term money, that I can add to in an IRA. Not trading positions. I am holding some of all into 2002, and probably well past that, unless we see another 1999 bubble (I doubt it that fast) Here's what I started (note before the whack we saw to several in the last few days - hah!) AMD, SEMI, AMZN, CSCO, DELL, DRBNX (Biotech Fund), EMC, CUBA, INTC, MSFT, QQQ, PVAT, SMTR, SPDV, THTH. Note: All are small positions, long-term money, and only about 15% of the IRA's value. With about 20% in cash, I'd say this is a pretty conservative way to add some growth. Hedged with individual gold stocks, some index funds, a real estate fund, and a small company growth fund. FWIW, I manage this portfolio for my Mom, who is retired. I didn't own any of them in 1999 or 2000 (the techs), but feel this is a fairly low risk situation now with them down to this degree. Some may disagree, and if you put 100% of your money in these techs now, I would say it would be quite risky. I won't do that. This portfolio is pretty diversified, as you can see, and I'm merely trying to add a little "BAM" to it at this point. It declined about 15-18% from peak to trough in the market slide, and is now about 12% below it's high, which is not too bad, IMHO. This is long-term money though, as I've said, and I can afford to hold these two or more years, and add to them. Rande, or others, any thoughts? Have a good weekend, everyone. Matt