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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: Lars who wrote (2657)1/1/1999 1:02:00 PM
From: Kirk ©  Read Replies (1) of 15132
 
1998 Return FUND

31.3% Fidelity Contra (Stellar!)
28.3% Fidelity Growth & Income (Great!)
33.2% Fidelity Magellin (Stellar!)
0.5% Fidelity Low Priced Stk Fund (beat SC index)

0.2% Fidelity Value (not good vs index)
2.1% Montgomery Growth (Putrid!)
7.9% Montgomery Emerging Growth (Great vs SC index)
-9.5% Montgomery Small Cap Op (Putrid vs index)
4.3% Barron Asset (good vs SC index)
16.4% Vanguard Windsor2 (Value)
38.9% Janus Fund (WOW!!!)

28.8% Vanguard Index S&P500
23.3% Vanguard Index Total Market
42.2% Vanguard Index Growth
14.6% Vanguard Index Value
-2.6% Vanguard Index Small Cap (SC)

I have made a few comments that might not be in the spirit of
this thread so I didn't post them here. Read them at
"Better Lucky than Good" found at ==>
suite101.com

I would really like to get some discussion there on The growth fund
family and the issue I raise on the last paragraph about merging a
good fund with a stinker and opening the good fund for new money....
Both are bad for us long term investers in the good fund.

Happy New Year!
Kirk out
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