Apollo did great work recently in compiling a survey of threadsters'
portfolio holdings (see post 11398, link above). For comparison,
here is what an earlier survey revealed many moons ago:
From: Uncle Frank Friday, May 28 1999 11:13PM ET
Reply #2323 of 11637
G&K Portfolio diversification analysis:
So far, LindyBill has the fewest holdings, but DaveMG would
seem to be the least deworsified. Otoh, since Dave bought
Q in October, he is probably the biggest % gainer for 1999.
4 of the 6 reporting have Gorillas as their largest position,
while 2 have Kings or Princes, a matter of debate <g>. That
may not be intentional - they probably just grew too fast <g>).
I'll keep adding to this as threadmates open up.
Number of Largest
Holdings Position Allocation
DownSouth 15 csco 26%
Tom Ardnij 10 aol 28%
DiB 5 athm 31%
Uncle Frank 4 qcom 44%
DaveMG 3 qcom 90%
LindyBill 2 qcom 80%
I'm not sure what this proves, but it will keep me occuppied until Tuesday.
FranQ
Interestingly, here's what was said a few posts later on, in regard to the results:
Many of us are completely happy to accumulate Silverbacks and aging Kings
and participate in the slow, safe ride they provide in their latter years.
But the Holy Grail of this thread is a young Gorilla, where we can take advantage
of the agility and momentum of its infancy.
Many of us think we've found that in Qualcomm; time will tell.
well indeedy it did, didn't it? <GGG>
tekboy/Ares@actuallygottaworknow.com |
