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Strategies & Market Trends : Ride the Tiger with CD -- Ignore unavailable to you. Want to Upgrade?

To: rubbersoul who wrote (26821)	3/13/2005 11:09:00 AM
From: Bearcatbob	Read Replies (3) \| Respond to of 313061

rs, I concluded on Friday that having some cash was a critical component of my portfolio. I used the bounce on Friday to raise some from some of my biggest gainers. Friday gave me back half of Thursday's looses. Should another Thursday occur I will have some dry powder. The other rule I am thrashing with is the one that says one stock should not exceed 5% of ones' portfolio. The recent runs have lead to several violations of that "rule". I wonder if saying 5% based on cost might be better. Bob