Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (17429)	2/7/2000 10:58:00 AM
From: Uncle Frank	Read Replies (3) of 54805

>> I pull up my Portfolio and see 31 other stocks in it I've been meaning to talk to you about that <gg>. You've gone from 1 stock to 32, which seems like one extreme to the other. Neither of us liked Moore's market basket approach; what's changed? I realize that a number of your holdings are your trimmed down version of QQQ, which means you're replacing a passive index with the personal equivalent of an actively managed mutual fund. There are a lot of brilliant mutual fund managers, but only 1 in 7 beats the index. It will be interesting to compare the returns from the Lindy Fund with those of QQQ. Wanna race <vbg>? uf

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