(MONEY Magazine) – STOCKS

AES Corp., Allegheny Teledyne, Amgen, Bone Care Intl., Cambridge Technology Partners, Cisco Systems, Countrywide Credit, Express Scripts, Furniture Brands Intl., Health Management Associates, Jones Apparel, Lunar, Mattel, Microsoft, Monsanto, North American Vaccine, Procter & Gamble, Schering-Plough, Zebra Technologies A

MUTUAL FUNDS

None

BONDS

All zero-coupon AAA government bonds, bought in the late '80s, when long-term rates were 9%

INVESTING PHILOSOPHY

I try to find growth stocks when they are beaten up. My horizon is long term, and I don't trade a lot.