|Is the GTI an Accurate Measure?||17-1/2 Months, from 3/18/99 to 9/1/00|
In order to test the GTI, I compared the
growth of my personal portfolio with
what it would have been if "invested"
in the GTI.
The GTI does an amazing job of tracking
real-world Gilder returns.
There is no systematic bias in the GTI,
or the two lines would have diverged.
My portfolio contained all of the GTR
companies, plus a few others that GG
had made favorable comments about
in the Gilder Forum. The latter made up
5.6% of the portfolio.
It was far from being an equal dollar
portfolio. The three largest holdings
were 12.0%, 8.5%, and 7.6% of the total,
the three smallest, 0.3%, 0.9%, 1.0%.