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

To: Boa Babe who wrote (13326)	12/26/1999 2:41:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> Re your proposal #4: It occurred to me that if we use a weighted index representing the amount of each company that the aggregate here on the "thread" holds that the index would soon become outdated or skewed as personal numbers change with trading. If we use a standard number for each of the stocks we decide should be in the list, either number of shares or amount of initial investment, each of us will be able decide how we have done relative to the stock as it was at the beginning of 2000. I went through the same thought process, Kay, but since weighting is just as important to our returns as stock selection, I don't see how we could ignore this factor and still have the GKI reflect our investment philosophy. As an example, I don't many Gorilla gamers would consider it prudent to make the same magnitude investment in ntap as they would in qcom. We could always ask Apollo to run his survey monthly so we could update the GKI. I'll let you propose that to him; I wouldn't dare <ggg>. uf