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

To: nbfm who wrote (35483)11/28/2000 2:07:53 AM
From: Paul Senior  Read Replies (3) | Respond to of 54805
 
Well, you're right. I hadn't looked at the models recently. I was responding to the number of people who seem to own only G&K stocks and only a few at that.

That the models are up this year compared to other indexes, imo, no way validates the methodology. The models consist of a concentrated portfolio of stocks all sharing similar characteristics. That is dangerous. Profitable maybe also, but dangerous too.

Paul Senior



To: nbfm who wrote (35483)11/28/2000 10:57:22 AM
From: Marq Spencer  Read Replies (1) | Respond to of 54805
 
Can someone tell me when the Y2K model portfolios were set up on SI? Sorry, I haven't been lurking long enough to remember the date (BTW, is there a way to figure out the "inception/investment" date of a portfolio without asking the thread).


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