I've got around 250 names in the portfolio so far, all parked for now. My domains are 98% hand regs primarily loan,business,financial and geo. So the domains receive nominal traffic (around 500 uniques/month) and revenue, around $13 in 5 months. Half of those I'll have to either drop or sell at reg fee (hopefully), from before I knew anything about intelligent domaining or DNF.
The other 50% is debatable; I haven't had appraisals, but based on research on threads here and previous domain sales/trends, hopefully I'll be able to move some names I have for much more than what I paid for them. The 3 domains in my sig were hand regs, so I'm of the school of thought that although 99 percent of the good domains indeed are taken, but some are tasted and since the traffic isn't sufficient, dropped without realizing the reselling/enduser market.
Both are very appealing to me, but reselling would win out; then I could invest in domains with traffic and diversify the portfolio