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Pastimes : EXSO-holics
EXSO 0.00010000.0%Mar 7 3:00 PM EST

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To: ChrisJP who wrote (1389)6/4/2000 5:46:00 AM
From: Ditchdigger  Read Replies (3) of 1568
 
good question Chris...I missed out on Mondays gains(was in MM funds), but profitted from the rest of the week..I'm going to stay long in Janus funds, for now...But am concentrating on the Overseas fund (JAOSX), has a pretty large wireless telecom exposure, and should smooth out any US rough spots, we'll see, still hanging on to +35% ytd gains so I'm going to just ride it out... (trader Dan, is it beginning to warm up in NC? I still like the small E&P's with good natural gas holdings..holding CHK and EEE)
JAOSX holdings
Top 10 Holdings as of 03/31/2000

Check Point Software Technologies, Ltd.

China Telecom, Ltd.

COLT Telecom Group PLC

JDS Uniphase Corp.

Legend Holdings, Ltd.

Nokia Oyj

NTT Mobile Communications Network, Inc.

Sony Corp.

Telefonaktiebolaget L.M. Ericsson

Vodafone Airtouch PLC

Total (% of Portfolio) 32.72%
.............
Top 10 Industries 04/30/2000

% of Portfolio

Cellular Telecommunications 16.30%

Telecommunication Equipment 10.20%

Telecommunication Services 7.30%

Telephone - Integrated 5.20%

Electronic Components 3.73%

Computer Software 3.21%

Cable Television 3.04%

Computer Services 2.22%

Oil Companies - Integrated 1.92%

Medical - Drugs 1.86%

Total 54.97%
...................
current Janus fund stats(quite an improvement from my last post here 5/24
JAENX 78.93 +5.84 1 0.00 - 29.95 0 77 79 2 +2.9% News Chart Discussion
JAGIX 43.14 +1.58 1 0.00 - 25.87 0 42 43 1 +2.9% News Chart Discussion
JAGLX 17.53 +0.34 1 0.00 - 9.81 0 16 18 1 +8.9% News Chart Discussion
JAGTX 33.22 +2.11 1 0.00 - 11.18 0 31 33 2 +7.4% News Chart Discussion
JAMRX 44.82 +2.09 1 0.00 - 20.07 0 44 45 1 +2.3% News Chart Discussion
JANSX 46.54 +2.31 1 0.00 - 28.24 0 44 47 2 +5.7% News Chart Discussion
JAOLX 54.75 +3.10 1 0.00 - 21.73 0 53 55 1 +2.8% News Chart Discussion
JAOSX 38.66 +1.90 1 0.00 - 17.40 0 37 39 1 +3.9% News Chart Discussion
JASSX 24.50 +0.72 1 0.00 - 13.64 0 23 25 1 +6.3% News Chart Discussion
JAVLX 78.59 +3.80 1 0.00 - 41.24 0 83 79 -5 -5.8% News Chart Discussion
JAWWX 79.66 +3.65 1 0.00 - 39.09 0 76 80 3 +4.2% News Chart Discussion
JSVAX 11.29 +0.15 1 0.00 - 9.86 0 10 11 1 +12.9% News Chart Discussion
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