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To: Boca_PETE who wrote (1756)10/21/1997 9:17:00 PM
From: sea_biscuit  Respond to of 42834
 
RE: With a 40% weighting in international, have your funds been significantly impacted by the currnecy crisis in Asia ?

I am still in the process of building the portfolio. Only a few of the funds are in place, partly due to the minimum investment requirements of Vanguard (which I use for the S&P500, Russell 2000 and the total international components of the portfolio). I was looking at all the small-cap international growth funds and have made up my mind to invest in Acorn International, but haven't sent them any money yet.

So, in short -- no, I am not impacted by the currency crisis in Asia!

Dipy.



To: Boca_PETE who wrote (1756)10/22/1997 12:12:00 AM
From: sea_biscuit  Read Replies (2) | Respond to of 42834
 
RE: With a 40% weighting in international, have your funds been significantly impacted by the currnecy crisis in Asia ?

This is purely hypothetical but I looked at the funds that I had chosen and got the following numbers :

Total International (VGTSX) : Up 6.71% YTD, Off -6.4% from 1997 highs.
Intl Sml Cap Growth (ACINX) : Up 8.00% YTD, Off -3.1% from 1997 highs.
Intl Lrge Cap Value (OSCVX *) : Up 15.58% YTD, Off ???? from 1997 highs.

Not bad, considering the severity of the currency crisis, I suppose?

* [OSCVX has about 50% Intl Large cap value and about 50% domestic large cap value this year. I have assumed that the ratio tends to be around that all the time. So, I will put 20% in that one (combining the 10% allocation for US large cap value and the 10% for foreign large cap value)]

Dipy.