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


To: unclewest who wrote (11042)11/24/1999 8:07:00 AM
From: Apollo  Read Replies (11) | Respond to of 54805
 
Unclewest:

That was very generous of you to submit both your portfolio distribution, and added insight on retirement income generation.

I would like to encourage everybody else on the thread, who is comfortable with doing so, to provide us with your portfolio and its % distribution. I have assumed the task, from King Arthur, of tallying these results and presenting them to the thread. I hope to do so this weekend.

i realize this is not true 100% gorilla gaming. i call it comfortable retirement.

I don't think the basis of this thread should be to recommend that we all must be restricted to just gorilla hunting. I think the basis of this thread, as you use it, is to understand very very well how to hunt gorillas, for that part of our portfolio, partly or wholly, that we devote to this philosophy.

Apollo



To: unclewest who wrote (11042)11/24/1999 11:39:00 AM
From: Martin Rasch  Respond to of 54805
 
Would encourage others to list their portfolios for thread interest, if you're comfortable with this.

MSFT 52%
QCOM 13%
ICGE 8%
CSCO 4%
SEBL 4%
ARBA 4%
16%: DELL
JDSU
GMST
EMC
LU
CMGI
SFA
CPQ
CREE

time horizont: +10y

Martin



To: unclewest who wrote (11042)11/24/1999 12:17:00 PM
From: StockHawk  Respond to of 54805
 
unclewest, did you sell RMBS again? I am curious what changed your mind, as I recall you had increased your holdings recently.

StockHawk



To: unclewest who wrote (11042)12/4/1999 7:13:00 PM
From: p.thawait  Read Replies (1) | Respond to of 54805
 
Unclewest, I am very new to the thread. I am very impressed with your postings and have developed a tremendous respect for your investing wisdom. Could you kindly let me know about the three manuals that you mention in your reply # 11043; the three manuals that you continue to study and are sending to your kids for Christmas. What are these manuals and where can I get hold of them. It is nice of you to mention that every mistake you made in the market is clearly explained in these manuals. I can't wait to get hold of these three manuals. Please let me know about them at your earliest . Thank you very much. Sincerely, Prakash Thawait.