Van Wagoner Funds Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Van Wagoner Funds

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Brian McGuire who wrote (65)	4/25/1997 6:30:00 PM
From: Peter Speyer	of 76

Garrett VW is hedging his bets in a big way. The Pacific High Tech Index was down 3.14% today, but VW Emerging Growth Fund was up by over .4% (four cents). I have the top holdings (any stock with at least a 1% share in EG) tracked on investor.msn.com portfolio manager and only six of those stocks had gains today. I suppose this means the rallies won't be as strong as the market, but I'm glad not to have to suffer today with VW. My T. Rowe Price Science and Technology was down 3.5% today--it's got a stake in EDS. I have averaged down this week in VWEGX, and expect good returns later this year. I am pleased he is hedging, but I wonder what he uses. Any clues?

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next