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Strategies & Market Trends : Portfolio Construction -- Ignore unavailable to you. Want to Upgrade?

To: y2kate who wrote (535)	8/16/2007 3:11:38 PM
From: Paul Chiu	Respond to of 1964

we saw shrek3 earlier in the summer and will likely see rush hour 3 or bean tomorrow. about the only blockbuster he hasn't seen is bourne and pirates, but he's scared of those sea creatures... back to stocks. i still sell only those 10-15% from my cost for longer term holdings, it's 10-15% YTD again, some of my recent purchased have broken or are near those levels, such as gs, lvs, and even one aapl i bought at 130+, so i'll have to sell those 1st before touching my smaller winners. i try not go down those 100+ stocks and sell the weak ones 1st. so 1. i scan down YTD losers list 2. see how much capital is at hand 3. see how the hourlies chart look, so to find a good trading level, then set the limit order for buys here: 1. i start by looking at my winners for the year list which i already hold 2. see which are down a lot recently, say 15% to 20% but still up for year and with good weekly to monthly charts backed by earnings. 3. buy more of those 1st 4. next, if have time, look for new names. Paul PS. congrats on the goog puts kate....