Note: We've found it necessary to start a moderated version of this forum in order to avoid chronic disruptions. The new thread is located at
Subject 54354
Advocates of the Gorilla Game approach to investing are invited to introduce candidates for inclusion in Gorilla & King portfolios. Several portfolios have been set up to track the valuation changes of our selections based on hypothetical investments of $10,000 in each component at prior year's closing prices. Though a new compilation is offered each year, the older versions are preserved so we will be able to evaluate ltb&h returns.
The G&K Index (GKI) consists of large cap Gorillas and Kings that are broadly and heavily owned by members of the thread. It is not intended to be a comprehensive listing of Gorillas and Kings.
2002 GKI: siliconinvestor.com
2001 GKI: siliconinvestor.com
2000 GKI: siliconinvestor.com
1999 GKI: siliconinvestor.com
Note: The methodology employed for the 1999 GKI, which was our first attempt at a tracking index, was to include all of the Gorillas and Kings that we had identified.
The Watch & Wait Portfolio consists of potential Gorillas and Kings, and acts as a feeder tank for the GKI.
2002 W&W: siliconinvestor.com
1999 W&W: siliconinvestor.com
There are a number of useful posts available at our archive thread, including the G&K FAQ, published by Fred Manzo, and Apollo's twice yearly portfolio survey.
Subject 33114
The G&K FAQ is also being maintained at the following website:
xmission.com
We strongly recommend you read the basic text for the thread, The Gorilla Game by Geoffrey Moore, which is readily available at online bookstores for about $20. |
