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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: Allan Harris who wrote (14553)	6/19/2000 10:18:00 AM
From: Kirk ©	Read Replies (2) \| Respond to of 15132

RE: Salient features of these portfolios: (1) Buy and Hold, no market timing involved; (2) "Technology Paradigm" companies, but look at how these portfolios, up 24% an 54% YTD respectively, crushed YTD returns on broader technology indexes: Interesting. Great results. I also listen to "Jorgensen's on Money" and they have a "Super-8 Portfolio that is up 11% YTD". suite101.com It consists of 8 stocks that they buy and hold. In their monthly newsletter they tell what stocks look like a good value to add new money to. The 8 stocks are: EMC,INTC,PFE,IBM,MRK,GE,JNJ & MSFT Only 2 sectors. Jim has no banks in this stock list but does have bank mutual funds in his long term model portfolio. Jim's message to his listeners is to not time the market and you can get a nice portfolio of individual stocks to add to your S&P500 Mutual Fund. Unlike most advisors, Jim HATES foreign stocks and funds and is all in the US.