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

To: Uncle Frank who wrote (16845)	1/31/2000 12:31:00 PM
From: nosmo_king	Read Replies (1) \| Respond to of 54805

I agree, and as was pointed out in previous posts (during the earlier phases of our portfolio shrinkage this month); if one believes the Gorilla Gamer's approach is sound then the LTB&H of those identified as gorillas in tornadoes is wise at any time, despite transient fluctuations. I was impressed by the examples O'Shaunessey, not a GG'er, puts forth in his book, How to Retire Rich (others have done similar exercises): My memory is not elephantine but as I recall (and stand to be corrected) if one invests 10K each year in an index fund at the exact moment when it's the highest, one would still end up doing quite well over the long term. I suspect the GG'ers approach would do even better than an index fund (otherwise, I wouldn't be here <g>). Cisco's growth, truly a thing of beauty. Timing is only possible in retrospect, though I seem to have a special knack for it, in reverse <gg>.

To: Uncle Frank who wrote (16845)	1/31/2000 1:40:00 PM
From: mauser96	Respond to of 54805

For as very interesting article on how the concept of "duration" , usually associated with the bond market, can be applied to stocks see forbes.com Duration is most often used to predict how much any given bond will change in price with interest rate changes.The math is somewhat dubious since stocks are in a less efficient market, have uncertain maturity,and have fluctuating and unpredictable annual return (earnings or free cash flow) compared to bonds (interest), but the underlying idea is worth thinking about.