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Author: ruben1113 Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 8764  
Subject: how many is too many? Date: 2/14/2000 1:48 AM
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A focused portfolio with 5-15 holdings is supposed to produce superior returns. Yet, with so many excellent companies that are potential kings/gorillas (in addition to the established gorillas), I find that my portfolio looks more like one big mutual fund.

I'd love to get some perspective from successful gorilla game investors on how best to go about adding new potential gorillas without sacrificing the overall returns.

Thanks to all,
Ruben
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