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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who wrote (39244)2/16/2001 10:51:27 AM
From: SE  Read Replies (2) of 54805
 
>>Taking a longer measuring stick, let's say a modest 3 year holding period, and looking at the 2001 GKI components, the theory would still appear to have some merit <<

The theory would certainly have merit IF the stocks that make up the index as of 2001, would have made the index in 98. But I suspect most of the stocks on that list would not have done so - BRCD was an IPO and QCOM was not officially classified a gorilla until we were into 1999. In fact, the stocks that would assuredly have made the list would have had a cumulative return that was at best mediocre - INTC, CSCO, MSFT.

Make sure your baseline has a resonable starting point for all components and then you will have a fair comparison.
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