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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (10042)	2/22/2000 2:30:00 PM
From: TwoBear	Read Replies (1) of 78655

This guy is managing HOW MANY MILLIONS? Looks about like 181 at last count. It's better to have luck than brains Evidently. 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. I think it is kind of bold for the guy to lay out his decisions for all to see. I don't see any other fund managers doing it. I figure I got to get in on the action somewhere and this guy has a better track record than myself for picking tech stocks. I also like the strategy of mixing in UTEs and REITs in an attempt to provide some form of balance. We can sit around and beat the value drum until we're blue in the face or invest a small portion of funds and enjoy some of the crazy returns these other fools are getting while we wait. I believe others on this thread subscribe to similar portfolio allocation. Scott

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