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

To: Paul Senior who wrote (16241)	1/21/2003 1:53:56 PM
From: - with a K	Respond to of 78744

Re: DODGX. I put my mother in this fund a few years ago. I heartily endorse it for a low-cost, actively managed value portion of a portfolio, if you don't have the inclination of doing it yourself. And I sheepishly admit that I owned DODGX up to the pinnacle of the bubble when I got impatient and sold. I took the proceeds and bought more tech. Sigh. Re: value vs. growth and small vs. large. I recently sat through an impressive presentation by Paul Merriman of Merriman Capital. He shared data that clearly supported the notion that asset allocation in the most important decision most individuals miss. He advocates - for a fee - a disciplined approach of index funds emphasizing value and small caps funds, but with representation from growth and international. His website is quite informative. Snip: "This strategy is based on more than 30 years of research into the question: What really makes a difference to investment results? (Some of the answers may surprise you.) The people behind this research include Merton H. Miller, a 1990 Nobel laureate; Rex A. Sinquefield, who started the very first index mutual fund; Roger G. Ibbotson, a Yale finance professor whose market charts going back to 1926 are a fixture in the offices of most money managers; Kenneth R. French, a professor of finance at the MIT Sloan School of Management; and Eugene Fama, a professor of finance at the University of Chicago." fundadvice.com Merriman's bio: fundadvice.com