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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (13344)12/27/1999 5:49:00 PM
From: emmeling  Read Replies (2) of 54805
 
Why weight the portfolio at all? If Q outperforms the silverbacks as readily next year as it did this year, why give it a head-start? I know the percentages will still tell the real story, but it would be kind of fun to start everyone off at the same place and see where they go...

I also think that by weighting the portfolio, we would be sending the message to lurkers that these are the proportions in which we feel these stocks should be held. Is that something we really want to do? (Perhaps it is...)

--Tracey
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