Ian;
What I did not say is that particular chunk of money is stuck in a 401k until I quit or retire. All other choices are mutual funds, though many of those choices are focused on high tech. I've found I make more $ in that account by a form of sector rotation that involves those funds, DD, and cash. DD happens to look particually good to me right now, so the heavy weighting. That account, BTW, is up 62% YTD, never had a down year in the past 17, and only 2 with single digit returns (both were 7.5%). BTW, I bought my first mutual fund in this account in July 1982. Not a time to begin an investing career :')
But, in the end, if I could trade in some of that DD for MTSN, I would :') But just some.
Best Regards,
John Stewart |
