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

To: Todd Bishop who wrote (11153)	11/25/1999 12:22:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

That's a fine looking diversified portfolio, Todd, with 24 stocks. I have two questions: What are your plans for the 0.3% you haven't invested (I added up your percentages <g>)? Do you know the dates and consensus estimates for the earnings reports for each of your holdings? If your answer to the latter question is "no", you may have too many stocks. Diversification isn't a substitute for due diligence. It will be interesting to see how your portfolio evolves after you've read the Gorilla Game. uf

To: Todd Bishop who wrote (11153)	11/25/1999 12:28:00 PM
From: Andrew N. Cothran	Respond to of 54805

Looks like you are running the Todd Bishop Personal Mutual Fund. 24 stocks too many to really follow closely. Diversification is a good catchword in the investing community but a concentrated account is really the way to go--especially with advisors like those found on this thread available and for free. Just my 2cents worth.