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


To: anializer who wrote (25891)1/31/2007 10:43:13 PM
From: Paul Senior  Read Replies (2) | Respond to of 78625
 
Nice link there, anializer. At first glance at TEI, I'm interested. Looking at holdings though...yikes: $32M (4.7% of 'folio) in Gov't of Iraq bonds; another $32M in Gov't of Venezuela bonds. I'd worry that owning this fund I could wake up one day to a nasty surprise.

My general rule is any country I'm not willing to send myself to to live, that's also a country I ought not send my money to to be invested.

Perhaps the opportunity outweighs any risk. I do not know. I'll pass on TEI, wrong though I might be.