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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 73.99+0.2%3:59 PM EST

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To: RetiredNow who wrote (41082)10/18/2000 11:30:19 PM
From: Tom D  Read Replies (1) of 77400
 
How I hope to make 35%/yr for 3 yrs with less risk than CSCO

Some mix of the following Mutual Funds. As of September 1, here were the annual returns over the last 3 years, and the Morningstar ratings for return and risk for the following mutual funds, with my very brief commentary.

FSLBX 32.45% 2.40/1.37 This fund invests only in brokerages and investment banks. It contains 0.1% tech stocks.

DGHCX 46.50% 4.70/1.37 Health Care only. 9.4% tech.

TVFQX 45.05% 6.71/1.81 Tech stocks, but many companies instead of 1 or 2.

BFOCX 93.09% 14.24/1.44 Large Cap tech stocks, but many companies instead of 1 or 2.

NAGPX 47.69% 10.78/0.81. 34% tech, 91.7% foreign.

WPVLX 25.28% 2.24/0.51 A pure value mutual fund. 0.1% tech. Not the 35% per year you desire, but I like its diversification.

I sincerely believe I will get more peace of mind this way. Should also mention that my CSCO holding had grown to about 40% of my portfolio.

Best Regards,
Tom
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