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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host -- Ignore unavailable to you. Want to Upgrade?


To: Investor2 who wrote (2656)1/8/1998 12:48:00 AM
From: Kirk ©  Respond to of 42834
 
re PBHG Growth.

Problem was I was in a 401K and had no other option for any small cap. I had enough in Magellin, Contra and S&P500 so the smart money would have been to put it into Templeton Foreign and upped my International percentage. This would have followed Bob's strategy better and would have had a better return. 20:20 hindsight makes it easier to see how to follow Bob's recomendation better.

Should I hold the PBHG Growth? It is still somewhat above 5% of my total? or go Templeton Foreign? or Intermediate Bonds? I'm WAY too much in the market and need to move some to safety...Only bond fund is Fidelity Intermediate Bond fund....

rambling....sometimes it is realy hard to figure the right moves when you are limited by company investment plans.

I think the answer is Foreign since I am only 12% in foreign funds even though it only did 7.2% last yr.

ideas?