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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?


To: Rande Is who wrote (16979)12/20/1999 9:11:00 AM
From: christopher  Respond to of 57584
 
Hi Rande,

I may have a mutual fund that well qualifies as a "rat dog" pick...it's Vanguard's Windsor II Fund (VWNFX)

quote.yahoo.com

3 Year Gain = 12.9%
1 Year Gain = -5.6%
3 Month Gain = -8.8%

Min Investment = 3000/IRA 1000
Net Assets = 32 Billion
Total Expense Ratio = 0.41%

Top Holdings - Chase 2.80, GTE 2.80, Honeywell 2.70, Bank of America 2.70, SBC Comm 2.60, Philip Morris 2.60, Anheuser-Busch 2.30, Sears 2.30, Washington Mutual 2.20 and Waste Management

PE = 22.84

Sector Weightings
25% Financial
15% Industrial Cyclicals
14% Services
11% Energy

Needless to say Windsor II was HAMMERED in '99 and I think they are poised for a nice comeback in 2000...they are heavily weighted in the financial arena so much will depend on that sector...

I'm also investing in Vanguard's Extended Market Index Fund in anticipation of a mid-cap rally this year...this fund replicates the Wilshire 4500 and their top ten holdings are...Berkshire Hathaway, Yahoo, Qwest Communications, Qualcomm, Level 3, Amazon, Cox, Ebay, At Home and Priceline...

biz.yahoo.com

I'm covering the international market with Templeton Foreign Fund and Vanguard International Growth Fund.

quote.yahoo.com

I'm also covering the US market with Vanguard Index 500, Putnam New Opportunities & Vanguard US Growth Funds...

quote.yahoo.com

Anyway that's the mutual fund plan for 2000...I dove into all of these funds in varying degrees last week for an expected great 2000.

As for individual stocks I'm still learning the business and getting my best education from this thread and "rat dog"...I'm also spending some of my time working on and investing in stock warrants and plan to do more of that in 2000...I like the leverage that comes with warrants...I know, I know the leverage works both ways...HA...

Have a good one
Chris