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

To: chaz who wrote (22450)	4/8/2000 6:55:00 PM
From: Bruce Brown	Read Replies (1) \| Respond to of 54805

Looked at all of them. Wouldn't suit me at all. That first hand fund grew $10,000 to $124,000 and took five years to do it...not to brag, but I've done better'n that in five months by a very, very long margin...said so just before the G&K gathering. The e-Commerce fund has no SEBL. None of them have NTAP. Didn't see JDSU, maybe I missed it. That was the Value Fund that went from $10K to $124K. It only sports a 58+ % annualized return since inception. The Technology Leaders Fund which holds all the gorillas has an average annualized return of 108% and the Innovators Fund has an average annualized return of 170%. You did miss JDS Uniphase, but I didn't see Network Appliance or Siebel on the February holdings list for any of the funds. Once again, I'm not advocating mutual funds for someone such as yourself. I was simply pointing out that there might be some lurkers or thread members who might actually have less than $5 or $10K to invest who might not be able to diversify it into more than a stock or two when they are starting out. I believe the conversation began with a couple of suggestions of some ML products. Hence, I know Landis runs some excellent funds so I thought I would just point them out because he knows the gorilla game and a couple of his funds are pretty well positioned in gaming. I don't think too many just starting out would shy away from an annual return of 108% or 170% with limited funds. It's no secret we could all say we've had some investments that have certainly far surpassed those marks with obvious choices like Siebel, i2, Qualcomm, JDS Uniphase, Brocade, Elon, Rambus, Exodus, Cree, etc... . In fact, here's a short term 100 day chart that looks pretty nice: siliconinvestor.com Due to a confluence of events, it's pretty much seemed like it has been duck soup to land consistent whopping returns since the late 80's in technology provided one was able to buy and hold a few of the excellent investments like Intel, Microsoft, Cisco, CMGI, AOL, Dell, EMC, JDSU and many other examples. I get a lot of PM's and personal email from people saying they only have the means to buy one, two or maybe three stocks due to the money they have available. Obviously we could say 'buy Cisco', or 'buy Qualcomm' or 'buy 10 shares of this, 15 shares of this and 4 shares of this'. I'm not sure I would be a supporter of advocating being able to turn $10K into more than $124K in a matter of five months on a consistent basis. Sure, it can be done every now and then with the right investment choice(s), but I'm not sure that is the strategy I would be promising a young or new investor with very limited funds to hope for as a normal routine in G&K investing. BB