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

To: SE who wrote (39376)	2/16/2001 11:09:27 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> The theory would certainly have merit IF the stocks that make up the index as of 2001, would have made the index in 98. There was no GKI in 1998 - tfm wasn't published until mid year. I note your point, but the investing world didn't begin with the Gorilla Game. We are examining new theories, and under those circumstances, back testing is a reasonable approach. >> In fact, the stocks that would assuredly have made the list would have had a cumulative return that was at best mediocre - INTC, CSCO, MSFT. Probably ORCL and SUNW as well, but the exercise was related to holding period, not stock picking. uf