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

To: TLindt who wrote (370)4/3/1998 9:31:00 AM
From: AugustWest  Read Replies (1) | Respond to of 2882
 
I think we should keep things in tact till earnings anyhow.

Those two discount brokers are just spinning their wheels, but I still think we shouldn't be too quick to x anything out.

Seems to be the kiss of death for me. I pull the plug, and look, up 30% in four or five days. Not saying that's the case here, just hate to jump the train on curves and bends. Just my opinion.



To: TLindt who wrote (370)4/3/1998 10:06:00 AM
From: jjs_ynot  Respond to of 2882
 
TLindt,

>>>> A better would be to maybe trim the
sails a bit on some of the high flyers. Still keep them in perhaps...but either
go to cash, or use the funds on something else. Thoughts?

Another approach might to be to rebalance the portfolio every month or
every quarter. That is take the total funds and redistribute equally
over the stocks in the portfolio. Many larger portfolio managers take
this step to become too overweighted in one "hot" security. Comments?

Dave


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