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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: gdichaz who wrote (43496)6/14/2001 7:38:35 PM
From: Stock Farmer  Read Replies (1) of 54805
 
Hi gdichz - yes, no need to understand company finances in identifying gorillas.

But let's take it a step farther. Let's say you are an astute student of the Gorilla game and have taken it from the realm of theory into the real world. Perhaps you have identified Gorilla A in market 1 and Gorilla B in market 2. Plus you are not infinitely wealthy, so you have a fixed capital of X dollars.

The next question that is rather rapidly thrust upon you is "how much of X goes to Gorilla A and how much to Gorilla B?"

You can adopt any number of allocation strategies, ranging from "eenie meenie minie moe" at one end to an expectation value return-maximized weighting on the other. Comparative analysis merely plays a useful role in many of these allocation strategies.

John
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