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

To: Paul Chiu who wrote (561)	8/22/2007 3:18:42 PM
From: Keith Feral	Read Replies (1) \| Respond to of 1964

1 stock can make you big, mine was Qualcomm back in 1999. That was a 30 bagger for me back in the day. Of course I looked like an idiot for 3 years before it began to move. Now, asset allocation is much more important to keep the portfolio from getting too concentrated. Winning the lottery is never a recipe for success. Love it when it happens though. I'm trying to readjust my asset allocation with more best of breed concepts. I'd love to see your China stocks again. There are so many posts on the Apple board, I can't find the right post. I won't be concerned too much if the FED funds cut does nothing. It may be a quick selling opportunity to take profits from the dead cat bounce. The main point is that the FED has to return to a neutral monetary policy in this country. They screwed a lot of people that bought mortgages. They may not want to bail out Wall Street, but their policy should be geared towards consumer protection. Their 17 consecutive FED funds hikes was plain wrong!!