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Strategies & Market Trends : e-Commerce the Next 100 Months...... -- Ignore unavailable to you. Want to Upgrade?

To: Justin Franks who wrote (356)	4/2/1998 10:34:00 PM
From: Brian Moore	Read Replies (1) \| Respond to of 2882

The e-comm 16 can really move. I wonder if anyone has considered a criteria for removing one from the portfolio? Let's face it, tech changes fast. What is great today can be overshadowed by something new next month. For starters, I would suggest dropping any issue from the portfolio if it is down 7% from the original buy. For those that have done well, let 'em run, but establish some point at which they will be removed if they begin to drop seriously. My point is, we are not talking about buying Coke and Ford and then holding for 10 years. These are tricky companies. Some may rise like crazy, but others may fizzle at some point. To maintain a portfolio there is a need to watch it and cut losses. Perhaps it would be interesting to keep two portfolios. (1) The original picks. (2) A dynamic portfolio, in which some simple, set rules for money management are used to remove issues that fall, and new issues are added to maintain a list of 20.

To: Justin Franks who wrote (356)	4/3/1998 7:03:00 PM
From: Brian Moore	Read Replies (1) \| Respond to of 2882

<< Check out DVNTF..... it's gaining on Verisign.... >> Yes. Today VRSN down 3.95%; it's down 8.4% since near the close on Wednesday, when I bought it. Ouch, I sold it today. Sorry, but 7-8% is my limit. On the other hand, DVNTF is sure looking good, up 500% over the last three months. Up 25% today. Look forward to any further posts and updates on DVNTF.