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


To: Apollo who wrote (13372)12/27/1999 10:23:00 PM
From: gdichaz  Read Replies (1) | Respond to of 54805
 
Snasraway: Oh ye of little faith. But that is new testament. Maybe all this will collapse. But for me, I will go down with it. Or rise with it. To each, his own. Chaz

PS One of the small things I learned long ago when I chose Cisco in the summer of 1990 for example and then watched it tank later, was that if you actually know what you are doing, don't worry.

PPS. To think that the Q or JDSU will be lower one year from now compared to now is hard to understand. Or more simply, it defies logic.

PPPS. Sleep well. If you choose well. And those who choose the Q and JDSU are "right on" . Just IMO of course.

PPPPS. The most dangerous mistake anyone can make is to think that a good stock will not continue to gain. The bad ones collapse, the good ones do not.



To: Apollo who wrote (13372)12/27/1999 10:47:00 PM
From: Uncle Frank  Read Replies (1) | Respond to of 54805
 
Welcome back, Apollo. The rise of Q in your absence is proof positive that we don't need to watch the tape as closely as we do, but I wouldn't have missed today for anything <g>.

Thanks again for your major effort in defining a G&Ker's typical portfolio. It made putting together a Y2K GKI a snap. Well, kind of. We still need to determine the suitability of gblx and tlab, and come to an agreement on weighting. I'm reading all of the posts hoping to sense a consensus on any of those issues.

What a staggering day for Q! My fantasy number was 300 by the end of the year; it's hard to conceive that our baby Gorilla has gone over 1,000 pre-split in such a short amount of time. Since 96% of the thread has Q, and it represents over 44% of their portfolio, I'd guess there are a lot of Giddy Gorilla Gamers tonight. I guarantee there are two in my house <vbg>!

uf



To: Apollo who wrote (13372)12/28/1999 12:14:00 PM
From: Curbstone  Read Replies (1) | Respond to of 54805
 
Regarding the G & K Portfolio weighting:

Rather than pick an arbitrary weight at the beginning of Y2K, perhaps we could consider a rolling weighting of the portfolio, recalculated monthly (quarterly, weekly?) based on performance, market cap, or perhaps some combination of indicators. It seems to me like a logical extension of the Russian Army approach as well as the GG basket idea?

AM