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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who wrote (11124)11/25/1999 11:43:00 AM
From: Exacctnt  Read Replies (1) of 54805
 
Frank, I've read the thread since its inception and have garnered numerous tips and ideas from the discussions and would like to publicly thank those responsible. The portfolios disclosed by the members are quite interesting and I feel compelled to disclose mine because I rarely see mention of the biggest silverback of them all, MSFT.

Regular Account:
MSFT 57%
GMST 11
HYSL 8
Cash 8
AMGN 4
MRK 4
LLY 3
MTC 2
misc. 3

IRA Accounts:
GMST 24%
QCOM 15
SUNW 11
EMC 10
GZTR 5
HYSL 4
MTC 3
LGND 3
MOT lyons 2%
Other mainly biotech 23%

As you can see, I am not fully devoted to the Gorilla Game. Not that I disagree with the principle, but rather that I am concerned with valuations and have a thought for Preservation of Capital, which is pertinent to those of us who have walked away from corporate life. Hence, the diversification into Drugs and Biotech. That diversification has served me well in prior years dips and corrections.

Regards
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