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Strategies & Market Trends : 50% Gains Investing -- Ignore unavailable to you. Want to Upgrade?

To: Dale Baker who wrote (976)	5/31/1998 9:29:00 AM
From: Dale Baker	Read Replies (1) \| Respond to of 118717

Portfolio Update: stopped out of VCR (but I still like it) so I am paring down my holdings. Here is a percentage breakdown and a bit of my strategy: DOCDF, FFC, WMB, WPO - about 70% of my portfolio because they are low beta, solid growth stocks which should ride out a market correction well. THQI, MEDQ, CDG - about 20%. Higher risk but good performers. Holding CDG for a turnaround in oil prices. I have no idea when that will be. MEME, NRAG, XYBR - about 5% altogether. High risk speculative plays. CASH - about 5%. SHORT - ZITL, QADI - worth just over 10% of my long position. Not to ready to short big time in this whipsaw market. Wish I had the deep pockets to short several high flyers and just wait, but small investors have to be money managers, too. OVERALL PERFORMANCE: Down a few points for the year after ending the first quarter up about 15%. That's right, guys, read the thread and learn from my mistakes.