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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Madharry who wrote (19229)	5/20/2004 9:51:17 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78486

concentrated in metals, biotech and lowprice story Your portfolio is concentrated in volatile sectors that are now perceived to be risky. Investors right now are pulling money out of all sorts of risky investment, from emerging markets to penny stocks, basic materials to junk bond. Those were exactly the sectors that were yielding the best returns in 2003 and now it seems that investors are gearing more towards capital preservation. Time to buy Pfizer?

To: Madharry who wrote (19229)	6/3/2004 8:16:33 AM
From: Steve168	Read Replies (1) \| Respond to of 78486

You are exactly right that the stocks/sectors went up significantly last year will go down faster this year. This is a test of one's strategy/approach. I was fully loaded with below-cash tech plays and ride them on the rally, sold most of them in Q1 2004, I am having around 80% cash and up around 1% this year. Wait to see NASDAQ down 10% from here and how is everyone's portfolio turn out. If someone still up for the year, that would be remarkable.