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Strategies & Market Trends : Bosco & Crossy's stock picks,talk area

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To: Schnullie who wrote (10188)6/19/2005 2:41:18 PM
From: Mario :-)  Read Replies (2) of 37387
 
Tomasso & Schnullie

>>The PIMCO fund looks very tempting, and does indeed have much lower fees (great find Tomasso). But note that Rogers' return through May 2005 (since inception in 1998) is approaching 200%.

Yes. Rogers return is bigger because is 100% commodity fund.
PIMCO is also investing in some finacial instruments as Bonds and some other.

And this is the reason why i'm still deciding... I wish I can invest into something 100% commodity related. So if commodity goes up, fund and my money will to. I wish to build wealth based on commodity move and not based on how good is some fund manager.

Here looks like 85% of fund is in Bonds:
quicktake.morningstar.com

I don't understand & like Bonds and AFAIK Bonds don't do good in commodity bull.

Tomasso I understand, that part of fund investment is in anti inflation instruments, what is OK, but:

- Commodity are antiinflationary anyway
- now you are axposed to (say) bad fund management decissions and you may loose money even if you were right about commodity.

I will put part of my savings into this fund, but I'm still looking for something more 'Comodity' fund. Anyone know for something else beside expensive Rogers 'fund'?

Thanks,
Mario
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