Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (3808)	7/15/1999 4:03:00 PM
From: DlphcOracl	Read Replies (3) of 54805

Re: Loading up on "Q" I'm afraid I agree with Jean M. Gauthier on this move. While I am definitely in the camp of having a very concentrated, tech-sector oriented portfolio, overweighted to the best stocks (QCOM, JDSU, etc.), putting 100% of one's assets in one stock just doesn't make sense. ANY unforeseen hiccup, e.g. earnings shortfall or failure to meet "whisper" numbers for a quarter, accounting irregularities, analyst downgrades, a new alternative technology, etc., and you've just lost 30-40% of your net worth. Sorry, but the risk-reward ratio is too high. I do hope that I am wrong and that this continues to work for you.

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