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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: npiwovar who wrote (22392)4/7/2000 10:09:00 PM
From: Fred Davis  Read Replies (5) of 54805
 
I apologize to Uncle Frank and the thread elders for my somewhat off topic discussion to which I have pondered since finding this great thread back in November of last year. I have been a faithful lurker here and have only posted on very rare occasions. I'm sure many of you elders are wondering and the answer is "yes" I've read the manual and find myself having to make reference to the FM often as I attempt to follow along.

Since I manage a very small portfolio, owning a basket of both Kings and Gorillas, I have often wondered how many of the elders here managed such a small amount of capital in their earlier G&K investment days. My problem is determining how many G&K's to hold at any given time. I am comfortable holding only a few positions from a risk adverse position but find myself having a desire to own more companies which spreads my "small fry" holdings out to owning a very small position in each of these great companies. I find it very difficult to narrow my selections down. To sum it up, "too many companies with too little money".

I'm sure the reasonable answer to my dilemma would be to pick 5 to 10 G&K positions and remain patient, which I'm doing for the most part but continue to struggle with the number of holdings and percentages within my portfolio.

A special thanks to all the elders for keeping us focused on GG gaming. It's very easy to get off the beaten path and get into swing trading, making our broker very happy but doing little to build wealth.

Would sincerely like to hear from anyone via PM if necessary.

Thanks again,
Fred
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