Trend Setters and Range Riders Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Trend Setters and Range Riders

MSFT 462.05

+2.4%

10:10 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: velociraptor_ who wrote (21251)	7/25/2002 9:31:05 PM
From: Susan G	Read Replies (2) of 26752

One thing I can say about this guy, is he never churned. He would call me no more than once or twice a year to suggest changing allocation of one of the funds. Sometimes not even once a year. Really nice guy, I met him and his family in the Caribbean, so it wasn't your usual fund broker arrangement where you never meet them, you only know their nme and voice on the phone. And he made puny commissions from me. A few hundred bucks a year. But oh, did they have load fees, back end load fees, etc. etc. The firms "favorite" new funds (with incentives to sell em I'm sure) I've actually kept track of the funds I had back then, kept them in a yahoo portfolio. To compare performance <g> Without any extra year end shares or dividends added, the accts wound be worth 33% less than they were in 1998 if I left them there. The dividends and capital gains given as extra shares would have improved that number also. Wonder how that compares to the average funds performance the last 4 years, any idea? BTW, you've had some awesome calls lately : )

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next