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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: JRH who wrote (2969)	6/23/1999 8:17:00 AM
From: DownSouth	Respond to of 54805

It was on SAP thread that LindyBill got me thinking about my "diversified portfolio". I had PG, JPM, GE, etc., along with INTC, MSFT, CSCO, NTAP, but still thought the balanced way was the way to go. LB told me "I don't have time for that", or words to that effect. I have been moving toward a more focused tech gorillas and gorilla candidates portfolio since. Appreciation is far above my previous performance. I, too, went to SAP because of GG book. Thought I had it figured out, but, for the first time, had the sense to cut my losses early.