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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host
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To: Joe Basile who wrote (4125)3/14/1998 11:16:00 PM
From: Kirk  Read Replies (2) of 42834
 
Ramblings and .... Thanks for the great summary Joe, it is greatly appreciated.

Re. 30% in Global Com. Yes! Been in my IRA for yrs.

Funny, I FINIALLY sold my 401K Magellan and got Spartan Index500 in my 401K after getting tired of Magellan lagging the index by a few points or more yr after yr and of course it has leaped past the Index500 fund! I would have been better off finially taking Bob's advice and selling PBHGX instead rather than keep wishing for it to have another great year. Overall, they are all making money so can't complain too much.

Funny, my oldest mutual funds are in my nondeductable IRA and are Windsor2 and International Growth. Great performance yr after yr. I bought Windsor2 rather than the index fund on Vanguard's Advice many yrs before listening to Brinker and I have been happy with the fund. Windsor2 is more value oriented and thus has a lower beta I believe. Any ideas where I can get Mutual Fund Beta's and Sharp Coefficients?

Someone might accuse me of too much fund diversity, but it is fun and I learn by following the different strategies of the funds. When I hear of a new fund I want to own, I use new money to get it (usually from diversification of Company Stock) since I don't want to pay capital gains on other funds that are making money year after year. I do grow tired of paying high taxes yr after yr for Fidelity Value, so maybe I'll switch that into an index fund since it is nondeferred money.

Anyone have similar "problems" and different or new solutions?

regards
Kirk
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