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

To: LindyBill who wrote (10309)	11/14/1999 10:26:00 AM
From: sand wedge	Read Replies (1) \| Respond to of 54805

<<My favorite sales contest has always been: "Low sales rep gets fired!>> An appropriate topic as I got to watch "Glengarry Glen Ross" for the umpteenth time last night. It's up there with "Death of a Salesman" as the ultimate in sales themed movies/plays.

To: LindyBill who wrote (10309)	11/14/1999 10:41:00 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

Good morning, Bill. My morning routine is so fixed that I find myself sitting at the computer by 6AM even if I don't set the alarm, and weekends seem an unnecessary interruption of the Casino action. After one more Q double I may sign up for therapy <g>. Since you probably danced the night away at the Derby, I suspect you may be suffering from the same malady. The discussion about diversification has been interesting. I keep a line in my portfolio called the Fat Lady Index, which is a measure of attainment of my personal financial long term goal, and it's currently at 90%. At that point, I had planned to reallocate, leaning towards a weighting of 50% Q, 30% qqq, 15% gmst, and 5% others, but I won't consider it until we near the split on 12/30. More appropriately, I think I will raise my goal. I am currently 92% Q (counting LEAPS) and 8% gmst. Malcolm and several others suggest diversification should be based on age. I believe it should be a reflection of confidence in one's portfolio components and risk tolerance. For those considering diversification, I would strongly suggest they look at qqq, the nasdaq 100 index trust. If you believe that techs will outperform the overall market and that the top tier of techs will continue to lead, this is an ideal investment. Note that the Gorilla & King Index is at 215.4 ytd. Frank