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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who wrote (13324)12/26/1999 5:44:00 PM
From: BI*RI  Read Replies (1) of 54805
 
UF,

I like your list, as all of my holdings are on it <ggg>.

If updating monthly is too large a task, an initial start-of-year list, a mid-year update, and then an end-of-year/beginning 2001 finale might make sense.

If participants' responses are limited to what percentage each of the stocks you have listed are of each person's portfolio at the close of business 12/31, then the data collection would be less formidable than the most recent global survey.

I also think that an end-of-year updating makes sense, as many have reported adjustments of their portfolios with end-of-year trades. I, for one, have/will be moved out of WCOM and TYC into CREE, QCOM, and NTAP as new holdings since the November survey. Additionally, the subsequent climbs in many stocks have also changed weightings with some significance.

Regards,
Marc
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