At 9 1/2 months, "bounce" finally bounces through the +80% barrier.
Seemed like we were stuck in the mid 70s forever.......
exchange2000.com
However, disclaimer, disclaimer......... please remember
that, somewhere back in foggy history, I bought some stuff (text in
this thread) and never added it to the portfolio. I think that some
of it was GLIA, perhaps at around 27?? So, we may actually be below
80%. Here's how von Emster (down 8% for the last year) et al. are
doing........
Four weeks ending May 28, 1999
SYMBL SECURITY SECTOR CLOSE 4 Week* 1 YR. 3 YR.
--------------------------------------------------------------------------
FBIOX Fidelity Selects: Bio [Health] 41.36 +3.9% +32.2% +15.3%
FBDIX Franklin Class A: Bio [Health] 23.57 +0.8% -7.8% NA
FKGHX Franklin Class A: GlH [Health] 13.88 0.0% -23.2% -8.2%
--------------------------------------------------------------------------
Mutual Fund Sector/Market Benchmarks May
Specialty--Health....................... +0.1% +6.8% +10.3%
Dow Jones............................... 10,560 -1.9% +20.7% +25.5%
S&P 500................................. 1,302 -2.4% +21.0% +27.0%
Nasdaq.................................. 2,471 -2.8% +38.9% +25.7%
Russell 2000............................ 439 +1.3% -2.8% +8.0%
--------------------------------------------------------------------------
Just a tad of a difference..... down 8% for the past year versus up
80% in the 8 plus months since "bounce" was established. Even T/FIF,
down in dead money land, is up 25% in ten plus months......
exchange2000.com
T/FIF was down about 30% right out of the blocks, as third tier
collapsed just after the portfolio was established. As a matter of
fact, third tier became about fifth tier.
- g -
Opinions sought..... should I sell SUGN out of the portfolio and
redeploy, or wait for the guaranteed smidge?
Oh, yeah, forgot.... same disclaimer for T/FIF.... I may have
indicated changes to the portfolio during the brief period that I
failed to edit.
Cheers! Rick |
