With highly polished bull horns, I may have up to 10 core positions (20%), 10-15 value orphans (20%), 10 longer terms MOMO (the like of COCO, BSTE, INTU, CDWC) (20%), 10 swingers the like of NOVN, USPI, AMGN, ZRAN, SNDK and IDPH) (20%) and 10 day traders like the Q and semi equip which in most case are not kept overnight.
Zeev