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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: shamsaee who wrote (25297)5/24/2000 5:04:00 PM
From: areokat  Read Replies (2) of 54805
 
"Learning the hard way but won't make the same mistake again in the future."
The problem is that you probably wont see the same scenario next time.
Looking at the two portfolios I manage, my son's is in much better shape because it has more LTB&H stocks in it than mine. 4 of 18 stocks support it. They are intc, ge, pfe, and orcl. intc and pfe have been in the portfolio for over 5 years. On a time weighted basis it is up 108% compared to 13.8% for the s&p. These results are, to me, the value of LTB&H.
In my own portfolio which really dates from Aug.-Sept. of 98 the results aren't as good but it's still in the green and again the portfolio is supported by the longer term holding like csco, intc, brcm and orcl, three of which are my oldest holdings. These were all pre-GG selections before I knew what a gorilla was (except the zoo kind <g>). Time weighted it is still up 38 % compared to 10 % for the s & p.
A couple of years from now I expect to see some of my gorilla additions to show the same results and I think you will too.

"It does significantly reduce ones risk."
Also reduces ones up side potential.

Unfortunately when dealing with the volatility that we are in the stocks we invest in it's " no pain, no gain".
Separate subject. Has there been any attempt or discussion about trying to quantify the relative sizes of the CAP of our different gorillas. To put it badly,as an example, is qcoms' CAP bigger than selbs' CAP?
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