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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (24801)5/15/2000 7:09:00 PM
From: LindyBill   of 54805
 
Lindy may or may not disagree, but I think the Russian Army approach is primarily a momentum play

I don't know how to totally objectivize this. I think of Russian Army as a way to reinforce your choice when the market is agreeing with you. I may have 4 stocks that I think should all go up, but the market only thinks one should go up. Who am I to fight the market?

On the other hand, I got trapped by this method when we had the tech runup March and the crash in April. The ones I added to gave me the worst beating.

What I do find interesting is that my top 25 portfolio, and my QQQ, are down about 28% for the year, while my G&K portfolio is down about 19%.
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