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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Bretsky who wrote (49667)1/4/2002 2:12:49 PM
From: Uncle Frank  Read Replies (11) of 54805
 
2002 Gorilla and King Survey

>> does anybody know when the next portfolio survey is happening?

I discussed that very question with Sir Apollo this morning. Unfortunately, his real world obligations preclude him from conducting a full scale Portfolio Parade at the moment, so I have decided to do an abbreviated survey for the purpose of creating the 2002 GKI.

1. Submit your portfolio as a response to this post or by PM, and state if you are an advocate of Gorilla Game investing.
2. Provide the following data based on your Jan 1, 2002 holdings:
a. Percent of each stock >5% of your investment portfolio.
b. Percent of all other stocks.
c. Percent of all mutual funds combined.
d. Percent of bonds and investment cash (as opposed to cash reserves) combined.

All data provided by PM will be treated as strictly confidential. Data provided by thread participants who are not Gorilla Gamers will be excluded from the consolidation. The only data I will release will be the 2002 GKI, but I will forward a spreadsheet of the input data to Apollo for analysis at some future date.

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