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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Boplicity who wrote (20710)3/20/2000 12:54:00 PM
From: MulhollandDrive  Read Replies (3) of 54805
 
>>But my money and time is precious to me, I don't want it sitting
around like INTC did or MSFT is now. That's is what my dwelling comment is about. <<

Greg,

I think you make a very good point. My view of GG is that it is an excellent method of selecting the "ultimate" leaders in particular industries/sectors. HOWEVER, I think the business cycle DOES exist. And even if it DOESN'T exist, theperception that it does will always lead to sector rotation and even the "Gorillas" are not immune from net money outflows once it has been generally accepted that a sector's growth is waning. I had read recently that investors who pay attention to sector rotation (and modify their portfolios accordingly) do much better than LTBH. But I would also emphasize that accumulating an established Gorilla (such as MSFT or INTC) is usually a good investment strategy. Once they come back into favor they usually do with a vengeance.

bp
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