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Strategies & Market Trends : Value Investing

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To: TwoBear who wrote (10045)	2/22/2000 5:01:00 PM
From: Jurgis Bekepuris	of 78652

Scott, >I look at it this way. If I can take a small proportion > of my portfolio and allocate it towards the internuts >through this fund, which has a five year annualized > return of 46%, and make up some of the losses from my >non-performing value stocks then so be it. That's fine. I actually hold some of my company stock (high-tech) and some IGRYX in 401(k) - which is aggressive but performs worse than your IPS??. But then I can't buy much else in 401(k). >I think it is kind of bold for the guy to lay out his > decisions for all to see. Yeah, but his reasoning is totally childish. He's worse than JJC (James Cramer not James Clarke :-))))). He can make returns - that's luck and guts. But don't tell me he's got brains. Or else he's lying in the writeups. I'd rather buy QQQ or some other tech index. >I also like the strategy of mixing in UTEs and REITs >in an attempt to provide some form of balance. Why not do it yourself through QQQ + REIT fund? At least you know what you gonna get. But then everyone should buy what they like... Jurgis

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