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Author: JMMITIAS Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 2601  
Subject: NGN Basket Portfolio Date: 9/1/2000 2:04 PM
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I know the NGN basket portfolio has been flogged to death but I would like the threads input into the basket that I have setup. My portfolio is quite extensive as that I am buying the component makers, box makers, optic and dsl equipment makers, chip makers, voice over IP, and threw in some storage for good measure. I came up with a whopping 38 stocks which I plan to buy on a regular basis using foliofn.com to keep my commissions to 300 dollars a year. It also lets you buy the whole basket with a simple click. Paul Johnson believes that this is a trillion dollar oppurtunity over the next 20 years so i want a piece of that action. I have read this thread, lightreading.com, and multiple other sources and feel that picking the winners will be very tricky and I would capture most of the move rather than the enormous gains or losses associated with picking the winners or losers.

Here is my prospective portfolio:

agilent
afci
amcc
avci
brocade
broadcom
ciena
clarent
copper mountain
corvis
cisco
digital lightwave
efficient networks
EMC
extreme networks
foundry networks
osicom
finisar
corning
globespan
harmonic
jdsu
jnic
juniper
lucent
nortel
network appliance
oni systems
paradyne
PMC-SIERRA
Qlogic
redback
sycamore
sonus
triquint
transwitch
vitesse

My plan is invest in them equally and to let the winners run (no rebalancing). I'll sell off the losers as they become exposed. This is very much like Gorilla Game investing except some of these aren't gorilla games. I could do this with cap-weigting but I want the small fry that can provide explosive moves to be able to do so.


Any thoughts or ideas would be appreciated. Don't worry about hurting my feelings. Also, if you have any suggestions on adding/dropping companies that would be welcome.

thanks,
jmmitias
























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