Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (349)	2/23/1999 3:03:00 AM
From: Uncle Frank	Read Replies (2) of 54805

No need for privacy that I've found, Bill. This is as sane a group of people as you could want. I am hoping this thread will become a roundtable where we can discuss positions and allocations, plus look at a few promising newcomers. If you don't discuss numbers, what's the harm? In my own case, I've been looking at my allocation with respect to volatility. It's been a real roller coaster ride this year, and I'm way down from my highs. But if you examine the return rates, allocation hasn't been the issue: ytd % allocation % aol 15.3 7 csco 7.1 17 dell 14.4 43 msft 5.5 17 intc 10.0 0 derivatives 0.5 4 G&K Index 13.3 0 However, I think I should rebalance about now. I sold some dell calls this afternoon to reduce the impact of dell's volatility. That will give me time to evaluate additions. I'm leaning towards emc and intc or emc and more msft. Opinions welcomed Frank

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