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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Jurgis Bekepuris who wrote (10237)	3/28/2000 3:26:00 PM
From: peter michaelson	Read Replies (2) \| Respond to of 78711

Abby Joseph Cohen recommended REIT's today. Hey, I'd love to combine a 10% dividend with a momo play. Which ones do you guys like? peter

To: Jurgis Bekepuris who wrote (10237)	3/28/2000 3:36:00 PM
From: Paul Senior	Respond to of 78711

Actually, your portfolios/portfolio strategies look pretty reasonable to me, Jurgis. Not that I know what's what, but still, imo, a nice diversity among growth/speculation (401k), value (fund), reasonable ('buffetty'/GARP) individual selection, and cocktail party conversation(speculative/gambling). Imo, portfolio structures like yours, when given enough time (which you may have) have worked out well for people of "my generation" and imo are a good bet to work well in the future as well. (Assuming the stock market remains a decent place for investors in the this century as it has in the last.) Paul