Gorilla and King Portfolio Candidates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: substancep who wrote (49693)	1/5/2002 2:01:43 PM
From: Jurgis Bekepuris	Read Replies (2) of 54805

>The following only pertains to our cash account. >Tax deferred money is indexed. This is addressed to everyone - not only substancep. I remember we already had this discussion, but I still consider the "portfolio" layout based on only "some" accounts highly misleading. I don't care that it misleads me - I don't buy the 100% G&K portfolio anyway and I am not planning to replicate anyone's portfolio. I think it also misleads the person posting himself. It is very easy to think: "Hey, I am G&K investor, I spend 100 hours a week looking at my QCOM holdings and 100% of my portfolio is in G&K", while in reality the person has 90% of the money in mutuals/bonds and 99% of the money in mutuals/bonds/real estate and probably would do MUCH better by spending these 100 hours thinking about his 95-99% of holdings. For example, I am NOT convinced that indexing is the best way to go in the mutual fund part of portfolio. Similarly, even in the current low mortgage rate situation, prepaying vs. investing is still an important consideration. Jurgis - Rant off

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next