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Strategies & Market Trends : 56er's Portfolio Companion -- Ignore unavailable to you. Want to Upgrade?

To: Sergio H who wrote (467)	12/7/1997 8:43:00 PM
From: Dave H	Read Replies (1) \| Respond to of 492

Thanks Sergio, My short term portfolio is really only one third of what I'm looking to put together. I envision a three-tiered tracking system to model the short, intermediate, and long term perspective that Doug defines: short term is 3 months, intermediate is up to 9 months, long term is beyond that. I am looking to set up 3 portfolios that stocks move through...each is a hurdle, and each level weeds out a new plateau of quality. For short term, I decided to go with ONeil's guidelines. I used 10% instead of 7-8% because I figured small caps have more volatility and I wanted to give room for MM manipulation, etc before making the cut. I'm still working on ONeil's idea of holding onto a stock when it goes on an absolute rampage in it's first 8 weeks (like RECY)...this will probably be integrated into my intermediate term portfolio since I still want to keep the short term portfolio authentic to "short term." The intermediate portfolio will hold those stocks that make the cut beyond the short term...currently it looks like RECY, CADE, HURC, and APCO (in another month) might be the members but i'll need to run the numbers this week. At that point, I think I will try to start working with trendlines (barring any out and out downgrade by the DIS team, like with SEEQ) to work on sell signals.... The long term portfolio will take up stocks that pass the 9 month hurdle. I think we will really have found some stars once we get to the 9 month point. of course, i would welcome suggestions to make anything better and more helpful to everyone. -dave