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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: gdichaz who wrote (48700)	11/8/2001 10:34:43 AM
From: Mike Buckley	Read Replies (2) of 54805

Cha2, I for one am highly skeptical that "existing gorillas" alone are sufficient diversification for anyone - let alone "most portfolios". I understand your point and I believe it's valid. When Moore mentioned "most portfolios," I assume he is referring only to the high-tech portion that an investor allocates to the portfolio, whether it's a small amount of the portfolio or a large amount. That changes the context. --Mike Buckley

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