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Strategies & Market Trends : The New Millenium Portfolio

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To: Nirmal who wrote (253)	2/1/2000 9:00:00 AM
From: John Pitera	Read Replies (1) of 540

Nirmal, I concur with Tom on his points. I think we all had pretty good years last year, but it's a bull market and the nasd was up 80%. I wonder if there is any thread in SI that discusses how to return stellar results, beating out all the technology mutual fund managers. I am not sure of this, but just remember that performance and momentum driven funds can have huge fluctuations from year to year, making 100% and then having outright losses the next year. Garrett Von Waggoner is a noted tech manager who had great returns in 1995 and 1996 and then was down for a year or so in 97 or 1998 and then had a very strong rebound in 1999. food for thought. John

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