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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: darbyc who wrote (29808)8/11/2000 2:50:59 AM
From: Mike Buckley   of 54805
 
Darby,

All of the decisions we embark on every day must be made according to our own, individual sense of what's best in ways that can't be measured quantitatively. As an example, Bruce's portfolio is a mutual fund compared to mine that has only six stocks. Neither portfolio is wrong on its own. Neither is right on its own. But both are right in the context of who owns them because both are right in the way they meet our investment needs as only we can percieve them.

In that light, it's not "terrible" if you add 5-7 stocks. It's never a "waste" to invest in more stocks if for no other reason than it will help you better understand those companies and probably the companies you already invested in
assuming you do the due diligence, not to mention the possibility that one of those new stocks might go through the roof. However, it's not necessarily "terrific" (though it could be!) to add more stocks because if one of the stocks you currently own goes through the roof your portfolio will do better if you simply add more funds to existing positions.

Therefore, I vote for choice #4, "Fill in the Blank." But you're the one who needs to fill in that blank because it's your money, not mine, at risk. If the blank you fill in is based on the core of Gorilla Gaming, if you hold for the really long term, and if you develop a plan and consistently stick to it, choice #4 will likely suit you well over the decades regardless of how you fill in that blank.

--Mike Buckley
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