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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host
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To: David Bogdanoff who wrote (3213)2/4/1998 11:30:00 PM
From: Investor2  Read Replies (1) of 42834
 
RE: "and possibly in Asia (for 5% of your portfolio)"

I believe that Bob recommends that the last 5% be placed in a diversified emerging markets fund, not one that invests only in Asia.

RE: "But the capital gains are still locked up in the index fund in the individual stocks that were bought along the way but never sold."

To some extent, the amount of capital gains in an index fund is related to the length of time the fund has been in existence. Please note that this is not a direct relationship nor is it a hard and fast rule. Also, many actively managed funds also have a large unrealized capital gain after this mega-bull market we've been in.

The information on the amount of unrealized capital gain is available for all funds from the fund families.

Best wishes,

I2
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