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

To: Kirk © who wrote (5706)	10/21/2010 2:55:14 PM
From: Boca_PETE	2 Recommendations Read Replies (2) \| Respond to of 10065

Fixed income funds you list have widely different risks associated with each 1% variation in interest rates as evidenced by their published investment portfolio average maturities at September 30, 2010(GNMA having the lowest principal risk for each 1% move in interest rates with 1.7 year average maturity, Total Bond with 6.4 years average maturity, and TIPS with the most interest rate risk having an average maturity of 9.3 years). Your table tells me I get the most return taking the least risk by holding the GNMA Fund. I'm proud to have had the smarts to do that for many years now thanks to my acting on Bob Brinker's recommendation. Sorry you missed the safe ride. As for the three stock funds you list returns for, they seem to me to be a list of apples, oranges, and pears. The REIT fund concentrates on real estate investments, VTSMX is highly diversified and intended to generate the return of the entire stock market, and Finisar is a high tech company that provides optical subsystems and components. I don't see what any of these equities have in common. I bet ALL of those who put ALL of their investments into ENRON STOCK now wish they had put ALL of their investments into FNSR, but that would be a violation of Bob Brinker's prudent diversification principle that limits investments in a single stock to 4% of one's investment portfolio. 1.) Knowing the 4% single stock principle, why would you post such a comparison and tout your brilliance here ("I personally own and have recommended...")? 2.) To whom have you made such recommendations and through what vehicle were such recommendations made? P