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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (13372)12/28/1999 12:14:00 PM
From: Curbstone  Read Replies (1) of 54805
 
Regarding the G & K Portfolio weighting:

Rather than pick an arbitrary weight at the beginning of Y2K, perhaps we could consider a rolling weighting of the portfolio, recalculated monthly (quarterly, weekly?) based on performance, market cap, or perhaps some combination of indicators. It seems to me like a logical extension of the Russian Army approach as well as the GG basket idea?

AM
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