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Strategies & Market Trends : Z PORTFOLIO
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To: Ron McKinnon who wrote (5930)1/21/2001 8:56:55 PM
From: Larry S.  Read Replies (1) of 11568
 
Ron, I think its highly unlikely most holders or funds are up 10-30% YTD. OF the mutuals i follow, the only sectors that are showing strong gains are: technology, global telecom, emerging growth(international), and high yield bonds. most of the strong plays from last year are down 5-10%, most health funds are down 5-13%, energy is down 6%. I suspect people who have held strong technology positions are up nice, but made up for some huge losses for many from last year. i agree with you about the first 3 months of this year. it likely will be the easist time of the year. good luck. larry
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