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To: John M Connolly who wrote (3276)1/30/1999 1:16:00 PM
From: Labrador  Read Replies (1) | Respond to of 4613
 
i do have other stocks in my portfolio, but those are the core holdings. those 4 companies represent 75% of the value of my direct stock investments (excludes mutual funds).
Dell is 40% of the portfolio, AOL about 20% and the other two about 8% each. FYI -- DELL did not start out comprising such a large percentage, but I just have never sold any in the 3 years that I have owned the shares. i think that my basis in DELL is around $10.