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

To: substancep who wrote (49693)	1/5/2002 10:21:49 AM
From: substancep	Respond to of 54805

oops within the next quarter I will begin dollar-cost-averaging the cash into EMC, NTAP, MCDT and possibly AVNX....... should have said: within the next quarter I will begin dollar-cost-averaging the cash into EMC, NTAP, MCDT, my other holdings and possibly AVNX...... Bryan

To: substancep who wrote (49693)	1/5/2002 2:01:43 PM
From: Jurgis Bekepuris	Read Replies (2) \| Respond to of 54805

>The following only pertains to our cash account. >Tax deferred money is indexed. This is addressed to everyone - not only substancep. I remember we already had this discussion, but I still consider the "portfolio" layout based on only "some" accounts highly misleading. I don't care that it misleads me - I don't buy the 100% G&K portfolio anyway and I am not planning to replicate anyone's portfolio. I think it also misleads the person posting himself. It is very easy to think: "Hey, I am G&K investor, I spend 100 hours a week looking at my QCOM holdings and 100% of my portfolio is in G&K", while in reality the person has 90% of the money in mutuals/bonds and 99% of the money in mutuals/bonds/real estate and probably would do MUCH better by spending these 100 hours thinking about his 95-99% of holdings. For example, I am NOT convinced that indexing is the best way to go in the mutual fund part of portfolio. Similarly, even in the current low mortgage rate situation, prepaying vs. investing is still an important consideration. Jurgis - Rant off