Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (48698)	11/8/2001 10:29:08 AM
From: gdichaz	Read Replies (1) of 54805

Mike: Re: <<In sum, while it is always nice to look for new gorillas, my bet is that the existing gorillas provide enough diversity and opportunity for most portfolios. I think that's a critically important observation.>> OK, then it is crucial that those specific companies be identified. Does it matter whether there are 3, 5, 8, or 12 and if so which companies are they? It seems unclear what Geoff's list consists of specifically, what about yours? Reaching a consensus on this thread among people who try to focus on the "to be or not to be" of gorillaness has been difficult. While one person can certainly make a list, is that enough? And is this "enough diversity" for a 6 year old child and a 70 year old man, for those starting a portfolio and those who have had years of investing experience? Is this a one size fits all approach? I for one am highly skeptical that "existing gorillas" alone are sufficient diversification for anyone - let alone "most portfolios". Best as always. Cha2

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