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


To: BI*RI who wrote (13334)12/26/1999 6:08:00 PM
From: Uncle Frank  Read Replies (1) | Respond to of 54805
 
>> If updating monthly is too large a task, an initial start-of-year list, a mid-year update, and then an end-of-year/beginning 2001 finale might make sense. If participants' responses are limited to what percentage each of the stocks you have listed are of each person's portfolio at the close of business 12/31, then the data collection would be less formidable than the most recent global survey.

I agree; it's a piece of cake. Do I take it that you are volunteering <g>?

Actually, since most of us are ltb&h, I don't think it's worthwhile to go through the exercise of 12/31/99 update. Additionally, I think the GKI should reflect the success of our Y2K selections and allocations, and don't plan on updating unless a mid year survey shows major shifts in sentiment (such as popularity of some newly discovered Gorilla).

This is up for debate, of course. I'm only trying to stimulate discussion so we can reach consensus.

uf