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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Bruce Brown who wrote (34219)11/2/2000 1:52:03 PM
From: Justin C  Read Replies (3) of 54805
 
G&K index is up 34% at the moment YTD

Indeed an impressive return for '00. But it assumes an
equal dollar investment in each of the 10 G&K stocks at
the beginning of the year, which is problematic for anyone
who had a large QCOM holding. I'm wondering if the
QCOM experience has prompted anyone here to do an
annual portfolio rebalancing going forward, particularly
with tax deferred accounts?
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