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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: nbfm who wrote (35483)11/28/2000 2:07:53 AM
From: Paul Senior  Read Replies (3) of 54805
 
Well, you're right. I hadn't looked at the models recently. I was responding to the number of people who seem to own only G&K stocks and only a few at that.

That the models are up this year compared to other indexes, imo, no way validates the methodology. The models consist of a concentrated portfolio of stocks all sharing similar characteristics. That is dangerous. Profitable maybe also, but dangerous too.

Paul Senior
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