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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: James F. Hopkins who wrote (24886)	8/22/1998 11:08:00 AM
From: Monty Lenard	Read Replies (1) \| Respond to of 94695

$14,000,000!!! Since I don't have quite that much :-) what is wrong with owning odd lots? If the commission is small enough. How do you weight them? In other words what % of each stock would make up the basket? Answer: Individual Market Cap divided by Total Market Cap times the Total $'s to be Invested? Monty

To: James F. Hopkins who wrote (24886)	8/22/1998 11:51:00 AM
From: Monty Lenard	Read Replies (2) \| Respond to of 94695

Jim I took your 10 and added a couple that others recommended, bought them based on a ratio of mkt cap ran a scan to calc the ROI. (InMil) 12Mth Smbl MktCap Ratio Invest$ Shares ROI$ GE $292 16% $8,022 90 $2,281 MSFT $273 15% $7,500 68 $2,866 KO $196 11% $5,385 68 $1,330 XON $173 10% $4,753 67 $577 MRK $154 8% $4,231 33 $1,165 INTC $144 8% $3,956 47 $(431) PFE $138 8% $3,791 36 $1,808 LU $114 6% $3,132 36 $1,618 CSCO $107 6% $2,940 29 $1,441 DELL $74 4% $2,033 17 $1,306 NB $67 4% $1,841 26 $166 WCOM $54 3% $1,484 28 $579 ATI $34 2% $934 16 $402 $1,820 100% $50,000 559 $15,108 ROI=30% Pick me 10 for next 12 mths! :-) Looks like a good strategy to me. Monty