Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tekboy who wrote (6523)	9/18/1999 7:14:00 AM
From: Apollo	Read Replies (1) of 54805

Tekboy: consolidation as opposed to diversification My understanding is that the GG recommends consolidation within a single gorilla category, not necessarily among categories. Nevertheless, if I were single, I would have > 80% of my portfolio in Q. Sold the last of my taxable mutual funds on Monday, and bought more Q and INTC this week. Lindy made an interesting comment (somewhere.....Q thread?) about Q being the best "lock" he has seen. I'd like to believe that and wonder if he can amplify how and why the Q lock is better than the locks of other gorillas Stan

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