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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: SE who wrote (39376)2/16/2001 11:09:27 AM
From: Uncle Frank  Read Replies (1) of 54805
 
>> The theory would certainly have merit IF the stocks that make up the index as of 2001, would have made the index in 98.

There was no GKI in 1998 - tfm wasn't published until mid year.

I note your point, but the investing world didn't begin with the Gorilla Game. We are examining new theories, and under those circumstances, back testing is a reasonable approach.

>> 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.

Probably ORCL and SUNW as well, but the exercise was related to holding period, not stock picking.

uf
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