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ibc

12/11/13 1:01 PM

#126049 RE: techno_bull #126047

Wolfram alpha will construct a mean-variance optimized portfolio for you

http://www.wolframalpha.com/input/?i=aapl+qcom+intc+goog

It's hard to beat just XLK or QQQ for risk-adjusted returns.

Sarmad

12/11/13 1:16 PM

#126050 RE: techno_bull #126047

they're not all titans, but my four are INTC, CSCO, STX, and HPQ. I like them for low P/E, high yield, and selling covered calls. As I said before, my investing choices are directed to getting 10% annual return at as low risk as I can get. That means wide diversification. Currently I have 30 names, but I am still over weighted in INTC. Maybe the January expiry will call away some shares at $25.