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

To: Uncle Frank who wrote (2342)	5/30/1999 11:59:00 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

G&K Diversification Report We only have 7 respondents to the Diversification Survey, but they predict election results on smaller percentage samples, so here's a look at your threadmates' portfolios: Number of #1 holding as a Most commonly stocks held % of portfolio held stocks ----------- -------------- ------------- Max: 15 Max: 90% csco: 85.7% Min: 2 Min: 24% qcom: 85.7% Avg: 7.7 Avg: 46.1% aol: 57.1% athm: 57.1% emc: 57.1% Pretty gutsy group, concentrating close to half of our portfolios in one stock. It looks like the Q story has been deemed credible. It surprises me that less than half of us hold the Supreme Silverback, Microsoft, and only 14.3% own Intel. Makes me think there's a touch of momentem player in our blood <g>. A safe and happy holiday to all, Frank