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

To: Uncle Frank who wrote (35480)	11/28/2000 12:00:33 AM
From: Mike Buckley	Respond to of 54805

you're addressing the increased risk in limiting a portfolio to high tech Using my portfolio as an example, I'm not simply investing solely in high techs. I'm investing in stocks that meet the criteria of "a hyperselective investment strategy which calls for investing in as few companies as possible. The number of hoops a stock has to jump through to get into the final set is so great, and the criteria are so restrictive, that perhaps 100 of the 8000 or so public companies -- and no private companies -- will qualify." (Revised manual, page xxiv.) Doing so, I think I'm decreasing my risk, not increasing it. The authors describe the strategy as "inherantly conservative." (Revised manual, page xxii). I agree. --Mike Buckley