My watch list contains <150 stocks, and my portfolio contains <100 of them. Typically, my exposure ranges from 80% to 120%. Average hold is six months, but seasonal plays may be shorter, and REIT plays may be longer.
Tech enthusiast, video blogger, media innovator, fanatical about startups. Searching the world for world-changing technologies at Rackspace, home of fanatical support and Web hosting for Internet entrepreneurs.