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Subject:  Re: PEG weighting Date:  8/26/2000  12:36 PM
Author:  mrtoast Number:  78112 of 275634

>>I think Sparfarkle is working on a money management model to pursue a portfolio of "bullets" like the position 2 stocks above; there might be something to that.

Funny you should mention that. I've been thinking a lot about portfolios of bullets lately. I have found seven annual screens I like with bullets from 40-68% (mean, not cagr--mean is a lot more useful when you're thinking of a portfolio of bullets). I've been considering a dozens approach using these screens for my taxable account.

I like the idea of having the top of several strategies. It's not something I'm committed to yet, but it's something I'm thinking about. Has anyone else thought much about this?
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