Bob Brinker: Market Savant & Radio Host Message Board

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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host

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To: Boca_PETE who wrote (7080)	8/23/1998 10:00:00 AM
From: Kirk ©	Read Replies (2) of 42834

I agree Pete re:< Princeton Economic Institute research > . Just updating the accounts of some I help and noticed that one international fund that was bought to replace an emerging market fund is down over 8% since making the switch. The best move would have been to cash then or sell all international funds. It would be interesting to have a caller ask Bob how long he would hold to putting 25% of a portfolio into an underperforming sector (international) as it is clearly far behind the VTSMX? I am starting to wonder if that much diversity, 25%, is too much? Myself, I am only half that, but I argue that my large HWP position is half international and it sure showed the signs this year by being down about the same as an international fund....8( For the record, a caller asked Jim Jorgensen last week why he didn't have ANY international funds and he said poor performance and too much risk. (of course JJ has a big bet in a loaded sector fund, SIFE, and Kaufman with a 12b1 fee which I don't like.) I know Bob would thump his chest and trot out his European Pick, but that fund is only 10 of 25% and the caller could ask "why not all 25% in Europe?" Further thoughts? Will Europe and the rest follow the US out of the slump? Many argue that the selloff is in sympathy with Russia and Japan's problems and not due to fundamentals. regards Kirk out

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