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Pastimes : EXSO-holics -- Ignore unavailable to you. Want to Upgrade?

To: ChrisJP who wrote (1389)	6/4/2000 5:46:00 AM
From: Ditchdigger	Read Replies (3) \| Respond to of 1568

good question Chris...I missed out on Mondays gains(was in MM funds), but profitted from the rest of the week..I'm going to stay long in Janus funds, for now...But am concentrating on the Overseas fund (JAOSX), has a pretty large wireless telecom exposure, and should smooth out any US rough spots, we'll see, still hanging on to +35% ytd gains so I'm going to just ride it out... (trader Dan, is it beginning to warm up in NC? I still like the small E&P's with good natural gas holdings..holding CHK and EEE) JAOSX holdings Top 10 Holdings as of 03/31/2000 Check Point Software Technologies, Ltd. China Telecom, Ltd. COLT Telecom Group PLC JDS Uniphase Corp. Legend Holdings, Ltd. Nokia Oyj NTT Mobile Communications Network, Inc. Sony Corp. Telefonaktiebolaget L.M. Ericsson Vodafone Airtouch PLC Total (% of Portfolio) 32.72% ............. Top 10 Industries 04/30/2000 % of Portfolio Cellular Telecommunications 16.30% Telecommunication Equipment 10.20% Telecommunication Services 7.30% Telephone - Integrated 5.20% Electronic Components 3.73% Computer Software 3.21% Cable Television 3.04% Computer Services 2.22% Oil Companies - Integrated 1.92% Medical - Drugs 1.86% Total 54.97% ................... current Janus fund stats(quite an improvement from my last post here 5/24 JAENX 78.93 +5.84 1 0.00 - 29.95 0 77 79 2 +2.9% News Chart Discussion JAGIX 43.14 +1.58 1 0.00 - 25.87 0 42 43 1 +2.9% News Chart Discussion JAGLX 17.53 +0.34 1 0.00 - 9.81 0 16 18 1 +8.9% News Chart Discussion JAGTX 33.22 +2.11 1 0.00 - 11.18 0 31 33 2 +7.4% News Chart Discussion JAMRX 44.82 +2.09 1 0.00 - 20.07 0 44 45 1 +2.3% News Chart Discussion JANSX 46.54 +2.31 1 0.00 - 28.24 0 44 47 2 +5.7% News Chart Discussion JAOLX 54.75 +3.10 1 0.00 - 21.73 0 53 55 1 +2.8% News Chart Discussion JAOSX 38.66 +1.90 1 0.00 - 17.40 0 37 39 1 +3.9% News Chart Discussion JASSX 24.50 +0.72 1 0.00 - 13.64 0 23 25 1 +6.3% News Chart Discussion JAVLX 78.59 +3.80 1 0.00 - 41.24 0 83 79 -5 -5.8% News Chart Discussion JAWWX 79.66 +3.65 1 0.00 - 39.09 0 76 80 3 +4.2% News Chart Discussion JSVAX 11.29 +0.15 1 0.00 - 9.86 0 10 11 1 +12.9% News Chart Discussion