"So few good stocks to buy, so little time. Let's be sure we own some Net. Gotta own some chips. Like the networkers. Hey, couple of winning drug stocks. Stick in a software company. And a PC maker.
"How about oils, airlines, rails, papers, chemicals, coppers, aluminums, retail, utilities, REITS, etc., etc., etc.
There. You just sat in every portfolio meeting that is going on in the country right now. I wish there were more to it, and sometime in the first quarter there will be. But this is the end of the year, and people have to look at what you own and what you know, and you don't want to know
. You want to know
Until then, enjoy.