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

To: chaz who wrote (35499)	11/28/2000 4:50:48 AM
From: Paul Senior	Read Replies (3) \| Respond to of 54805

Yes, my opinion is much different from yours in many respects. I will offer some areas: While you may be diversified by being 100% in technology, I wonder (don't know, just wonder) if G&K stocks are mostly correlated. I just went down the model portfolio to get this: siliconinvestor.com Is this typical - G&K stocks mostly rise and fall together? Just as you believe you are doing what works, I believe I am doing what I believe works. I have no evidence that shows it's important or necessary to be "comfortable" or "at ease" with one's stocks. So I sometimes buy stocks I'm uncomfortable with (like GMSTR or WIND), and I sometimes hold 'em for an uncomfortably long time (like SUNW). I see no studies which show highly detailed research contributes to excess investment return. So I don't delve into detail dissection. If G&K investing works well for you, you are happy, that is excellent. Why would anyone suggest you change in any way? I am not suggesting such. I posted on this thread because I read posts here of some people who seem to be having problems with their use of margin, who seem to be in some pain at this point, which in turn seems related to the few stocks, G&K stocks, that they own. You see none of this that I am seeing, (is that correct?), so perhaps I am totally wrong and therefore completely misunderstanding the situation. Paul Senior