Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Climber who wrote (23743)	5/15/2000 3:06:00 PM
From: Apollo	Read Replies (2) of 54805

Personal Portfolio Survey of G&K Thread: 4/2000 G&K post #23966 Message 13530736 I thought we could periodically go back to the survey, and try to extract some additional insights based on the results and on what UF has termed the "parade of portfolios". For my 2nd post on revisiting the Survey... Climber: In the Survey, in which you graciously shared your own portfolio, you had one of the highest Cash positions, at 35%. Can you give us your philosophy on Cash. Do you always have a given % of your portfolio in cash at any given time? Is it always 35%, or did you take profits in anticipation of the market downturn? What has been your experience over the years related to cash vs. being "fully invested"? thanx in advance, Apollo

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