Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (35281)	11/29/2000 12:10:26 AM
From: TheHaj	Read Replies (1) of 54805

Greetings Apollo, For your portfolio survey, here goes... QCOM 17% NTAP 4% T.ITE* 4% (*A Canadian version of CMGI) CSCO 3% GMST 3% NT 3% TRP 2% PDG 1% ALE 1% (Good Beer!) BNS 1% (Cdn bank stock) Cash 2% Mutt Funds 58% (mostly RSP's, our version of 401K) As you can see, I have a little tweaking to do to get the entire portfolio into G & K's. The market is doing this for me quite well, as these stocks are dwindling faster than the Gorilla/King holdings. GSTRF didn't even rank in % terms, as it has vanished into 0.11% of holdings currently. My biggest mistake of 2000: Not pulling the "sell" trigger on non-Gorilla stocks earlier in the year when they had performed reasonably well Jan/Feb (and after I KNEW I wanted to streamline the port along hairier lines), but got annihilated in March/April and have never recovered. Many of these you won't see in the above port, as I finally gave up on them and sold for substantial loss to buy NTAP. I actually owned SEBL earlier in the year, but sold in August singing the old song of "pull up the flowers and leave the weeds". The few non-gorilla stocks I have left are hardly worth selling, as the proceeds plus a buck might get me a cup of coffee. Oh well....at least I avoided the margin trap. Any future investments will be solidly along gorilla lines. Thanks again to everyone on this thread who has helped me re-jig my thinking over the past year! <large hug> Haj@forgetcreditcards,canImortgagethehousetobuybargains?.pov

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