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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Apollo who wrote (23964)5/1/2000 1:56:00 PM
From: Eric Jacobson  Read Replies (1) of 54805
 
Re: Personal Portfolio Survey

Stan, thanks for your work on this. I find it very interesting and valuable. A couple of things struck me:

1. Just looking at the top 10 most widely held positions, there is a remarkable consistency between this list and the official G&K Y2K index Uncle Frank put together (which is up 17% YTD). There are only two differences - MSFT and SUNW, two silverbacks, aren't in the most widely held, while two pre-tornado G&K candidates - CREE and ELON, are. Otherwise, the list is the same.

This shows an impressive consistency based upon the G&K criteria and the relatively short list of established Gs & Ks that have been widely discussed here. The presence of CREE and ELON logically results from the discussions that take place here about having some exposure in one's portfolio to G&K candidates that are on the left hand side of the growth curve.

2. I, too, was surprised by the number of people with relatively large cash positions.
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