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Politics : Formerly About Advanced Micro Devices
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To: Berk who wrote (60639)6/6/1999 12:11:00 PM
From: A. A. LaFountain III  Read Replies (1) of 1572102
 
Dick: re <the normal "cycle" of core portfolio holdings versus "non-core ">

You're right. Of course, the question arises whether a holding should be taken as "core" when it is identified as one (by the time it reaches that exalted position, it's probably well through that life stage). The great one-decision stocks of the 1970s were thusly anointed (Polaroid, Avon, Xerox, et al) close to the time that they became toxic investments.

Thus the great irony of rule-based investing - it works right up until the time it doesn't. Fortunate for all of us, since we would otherwise be replaced by programs. - Tad LaFountain
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