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

To: DaveMG who wrote (2322)	5/28/1999 11:14:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

G&K Portfolio diversification analysis: So far, LindyBill has the fewest holdings, but DaveMG would seem to be the least deworsified. Otoh, since Dave bought Q in October, he is probably the biggest % gainer for 1999. 4 of the 6 reporting have Gorillas as their largest position, while 2 have Kings or Princes, a matter of debate <g>. That may not be intentional - they probably just grew too fast <g>). I'll keep adding to this as threadmates open their kimonos. Number of Largest Holdings Position Allocation DownSouth 15 csco 26% Tom Ardnij 10 aol 28% DiB 5 athm 31% Uncle Frank 4 qcom 44% DaveMG 3 qcom 90% LindyBill 2 qcom 80% I'm not sure what this proves, but it will keep me occuppied until Tuesday. FranQ