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Strategies & Market Trends : The best Mutual Funds -- Ignore unavailable to you. Want to Upgrade?


To: m. g. williams who wrote (150)12/28/1997 8:33:00 PM
From: Mark  Respond to of 366
 
I like Windsor or Windsor II, Equity Income, US Growth and Specialized - Health from the Vanguard Group. I believe these have all the right themes and stock selections for beating the market.

I have read the Independent Advisor - put out by a Dan Weinen (or something like that). I think he is on the money.

P.S. - he liked all the above except for Windsor - which I believe he doesn't recommend because it's closed to new investors. He also liked International Growth, but I am not current with his selections. I haven't seen the newsletter for several months now. His portfolio has done well over the years and you won't be mislead by following his advice.

Mark

Mark



To: m. g. williams who wrote (150)12/28/1997 9:15:00 PM
From: Steve S  Read Replies (3) | Respond to of 366
 
I do favor using one or few fund families, simply to reduce the volume of informative literature, prospectuses, etc in the mail. I have no desire to deforest America in pursuit of retirement. I have in actuality selected funds from different families. I look for opportunities to transfer business to families I already have other funds with. When Monetta disappointed some years ago, I moved that money to American Century Income&Growth(then Benham), where we had an account. Strong Common Stock has continued to exceed my expectations and is closed, (this helps a smallcap value fund stay that way) so I keep it. In '98 I will close a Janus account since it's available under Onesource.

I like the Vanguard group, actually, tho I don't follow it much. The micro expense ratios there give investors a big advantage. Were I to move to cash and start over, I'd consider any of the vanguard index funds (everything except SP500, for valuation reasons). The group has $3000 minimums for every type of acct, even Gift to Minors, which is a bit of a barrier to me.