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To: MonsieurGonzo who wrote (4772)12/8/1998 2:18:00 PM
From: smolejv@gmx.net  Read Replies (3) | Respond to of 11051
 
I looked closer at my portfolio leaps and you guys will laugh:
CSCO 1083%
Dresdner Bank 273%
Allianz (WTH is THAT...) 34% (duh...)
Biogen 533%
SAP -57% (bruahaha)
Ahold -1310% (25% actual, sigh Tommy)
DJ Euro Stoxx -1% (here's some more Indexed duhs...)
Neue Markt index 3%
DAX N/A - still so fresh it still smells of paint

(numbers are anualized rates of return)
Fact is

a) except for cisco they dont amount to much
b) all these calls are not older than september 98
c) together they pull 50% of the portfolio
d) their due date is 12 months and more (Juri knows the reason)

Q: So what's the joke?
A: I have a strange feeling that the other 50% (plain vanilla stock,
AOL & Dell and such) are doing even BETTER.

dj

PS: And I have no intention of starting any pissing contest. I just
wanted to indicate that my comments - rare as they are - are based on
real risk taking and risk experience. And I guess I am a perfect
combination with Juri he 80% cash and Im 120% invested. Makes a round
100% for the two of us.



To: MonsieurGonzo who wrote (4772)12/8/1998 2:34:00 PM
From: Gersh Avery  Respond to of 11051
 
Ummm .. perhaps ~47

Gersh