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

To: Keith Feral who wrote (562)	8/22/2007 3:51:45 PM
From: Paul Chiu	Read Replies (3) \| Respond to of 1964

congrats keith! 1 stock however many bags higher will not make a lot of difference ONCE your nest egg is already BIG! That is obvious. For many starting in this long road, that 10 bagger is everyone's dream. We all remember them but forgets the -20 to -80% disasters. Now your portfolio is BIG, yes, you must asset allocate as risking much for a 10 bagger is not constructive. As for Asia. I am heavy into LFC, HBC, and FXI I don't consider my large BIDU position a pure China play, but HBC although global is very much into CHina and Hong Kong, so purely than BIDU which is a creature of the WEST. In HK, I have EWH, CHU, and CHL I cover the rest of asia and latin amercia with EEM and ILF. Last week, I added more EFA as I wanted to add 20% back into the markets but lacked the courage to add that 20% into something like a multinational financials. THose that did were rewarded for their bravery and I a mere 4% Paul PS... mkt looking like animal spirits returning...