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Strategies & Market Trends : Gorilla and King Portfolio candidates - Moderated
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To: J F Allen who wrote (497)1/4/2004 11:44:25 AM
From: Apollo  Read Replies (1) of 2955
 
Hi JF,

I have published the G&K Portfolio Survey.
Message 19651221

Was wondering about your preponderance of cash (50%).
You mentioned your faith in the US Economy, yet you are 2x cash over your next biggest holding (INTC).

Have you some fears about the next couple years, or do you prefer not to be fully invested for other reasons? Just curious, wondering about your perspective.

Apollo
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