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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (15491)1/18/2000 12:55:00 AM
From: Uncle Frank  Read Replies (3) of 54805
 
>> As the person who brought the importance of Qualcomm's deal with Ericsson to this thread

I will be eternally grateful for post #833, Merlin.

>> We were lucky

Sure were, but in all fairness, the Silverback strategy we developed would have worked pretty well, even without Q:


Old Gorilla       12/31/98     12/31/99    % Return
msft              69.34375     116.75        68.4%
intc              59.28125      82.3125      38.9%
csco              46.40625     107.125      130.8%


A portfolio invested equally in the three Silverbacks at the end of 1998 would have returned 79.4% by the end of 1999. Not exactly the double we were looking for, but definitely not chopped liver <g>.

uf
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