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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (12215)12/6/1999 10:00:00 PM
From: Cosmo Daisey  Read Replies (1) of 54805
 
Uncle FranQ*,

The G&K Index, a grouping of large cap Gorillas, Kings, and Princes with Attitude, can be found at
siliconinvestor.com

The G&K Watch & Wait Portfolio, consisting of small and mid cap candidates (courtesy of JRH), can be reviewed at
siliconinvestor.com

Reviewing the portfolios one can see that the place to invest is the potential G&K WW portfolio rather than the large cap G&K. The large cap G&K is up 140% which is excellent and hard to beat in any arena except the potential G&K which has a gain of 352%. Perhaps the gorilla status afforded INTC, MSFT, and others that have been through the growth to make them gorillas is holding the portfolio back. If a portfolio holds the mature gorillas thats good if you positioned when they were in the growth stage but to build great wealth maybe the focus on emerging gorillas and kings is the place to be.
cdaisey@checking-around.com
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