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To: Power Player who wrote (52329)4/7/1998 3:53:00 PM
From: AK2004  Read Replies (1) | Respond to of 186894
 
PP
I was just wondering if you are making direct sector (or sub-sector) bets through an index or you are making bets on some companies in the sector. As you know the correlations are shifting every day. So is there any specific risk tolerance (utility) that you are targeting with your selection and how do you control "company risk"? Diversification would definitely be not a good choice for individual investor.
Regards
-Albert