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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: djweiland who wrote (11214)11/27/1999 12:20:00 AM
From: mauser96  Read Replies (1) of 54805
 
I don't think that it's group think as much as the fact that following the same methodology tends to lead to the same group of stocks. I'm one of the ones that also believes in diversification(I usually have 10 -12 stocks in my portfolio). However since so much of market performance is due to sector movement, a dozen stocks in one sector (technology) may be giving only the illusion of real diversification. Of course true diversification would give an investor about the same performance as an index fund, so why bother buying stocks?
I am a bit surprised that SEBL isn't showing up in many of these portfolios. It's been a great performer.
Don't just lurk- I'm sure you have something to add. PS Compared to some of us, someone 45 is a mere youngster<<gg>>
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