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Technology Stocks
1999 Roaring Twenty Portfolio

An SI Board Since January 1999

Posts	SubjectMarks	Bans
203	3	0

Emcee: Dale Baker	Type: Unmoderated

Introduction Compact

Last year, a group of SI investors put together a high growth portfolio of tech stocks which became known as the Roaring Twenty. Thanks to careful management by White Shoes, that portfolio returned 94%. The 1998 thread can be found here:

Subject 19061

This year, we put together a new Roaring Twenty of high growth stocks which we believe will do well in 1999. Because these are growth stocks, you should expect a lot of volatility. We bought equal dollar amounts of each stock in a hypothetical $50,000 portfolio.

techstocks.com

As the 1999 Roaring Twenty progresses, we may sell our original picks and move into new picks. This thread will be the place to post new picks and comment on our existing holdings.

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Reply	Message Preview	From	Recs	Posted
203	"When you’re really trying to make serious change, you don’t want people to	average joe	-	10/14/2008
202	Wow - you must be a market genius or sumting! <i>08:50 ET RealNetworks (R	average joe	-	10/14/2008
201	test message	Boyd Hinds	-	8/12/2001
200	Hi thread - which seems to be mostly Dale. Let's do some crimes. Subject	White Shoes	-	4/18/2000
199	I only have a handful now without earnings. Those with earnings are also getti	Dale Baker	-	4/15/2000
198	No congrats are in order but with all the other excitement (mostly, stocks tank	White Shoes	-	4/15/2000
197	Hi WS - haven't been following APCC with all the other excitement. Congrat	Dale Baker	-	4/14/2000
196	So now what do you think of APCC? APCC's double: biz.yahoo.com	White Shoes	-	4/14/2000
195	I often sell half of a big gainer at a double and label the rest CORE in my por	Dale Baker	-	3/5/2000
194	Timing seems to kill most people. Most traders are too arrogant about the benef	White Shoes	-	3/4/2000
193	After watching ARBA and CMRC go ballistic, IFM.TO wasn't such a reach. Now	Dale Baker	-	3/4/2000
192	PS I cannot believe that you bought IFM at $90!!!	White Shoes	-	3/4/2000
191	It seems as if just being aware of a broad range of trends and choosing compani	White Shoes	-	3/4/2000
190	Hi WS - I am still tracking the 1999 portfolio too, closed Friday at +210% sinc	Dale Baker	-	3/4/2000
189	FYI, here is a loose reckoning for the 1998 portfolio. The upshot is: with two	White Shoes	-	3/4/2000
188	FINAL RESULTS FOR THE 1999 ROARING TWENTY PORTFOLIO The bottom line is what co	Dale Baker	-	1/1/2000
187	This just keeps getting better - up <b>172% YTD</b> thanks to IATV,	Dale Baker	-	12/29/1999
186	Into the home stretch up <b>159% YTD</b> with IATV sprinting into t	Dale Baker	-	12/29/1999
185	Christmas Eve roundup - portfolio now up <b>149% YTD</b> or $124,50	Dale Baker	-	12/24/1999
184	UPDATE: another good week lifts the R20 portfolio to <b>+137% YTD</b&g	Dale Baker	-	12/11/1999
183	<I>PS If anyone is listening, I am fully Linux-enabled.</i> Then f	Dale Baker	-	12/11/1999
182	Looks like CTXS and APLX are up 50%+ in the month since I mused about them....w	White Shoes	-	12/10/1999
181	I felt kinda stupid when I looked at the full charts and saw that - but seeing	Dale Baker	-	12/7/1999
180	cool!	White Shoes	-	12/7/1999
179	Oops...like DISH, I missed the 2-1 split in APCC. It is only down 2.7% since t	Dale Baker	-	12/7/1999

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