Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: David Bogdanoff who wrote (3213)	2/4/1998 8:59:00 PM
From: Dave Kahn	Read Replies (1) \| Respond to of 42834

you said no matter how long --- I think the 18 month and 12 months rules still hold as to the Percentage you have to pay on Cap Gains The higher percentage of over 18mo holdings would reduce the overall amount max fed tax. At 20% still a savings over a fund that almost all stock is turned over. I do not have any index funds but wish I did DHK

To: David Bogdanoff who wrote (3213)	2/4/1998 11:30:00 PM
From: Investor2	Read Replies (1) \| Respond to of 42834

RE: "and possibly in Asia (for 5% of your portfolio)" I believe that Bob recommends that the last 5% be placed in a diversified emerging markets fund, not one that invests only in Asia. RE: "But the capital gains are still locked up in the index fund in the individual stocks that were bought along the way but never sold." To some extent, the amount of capital gains in an index fund is related to the length of time the fund has been in existence. Please note that this is not a direct relationship nor is it a hard and fast rule. Also, many actively managed funds also have a large unrealized capital gain after this mega-bull market we've been in. The information on the amount of unrealized capital gain is available for all funds from the fund families. Best wishes, I2

To: David Bogdanoff who wrote (3213)	2/5/1998 11:59:00 PM
From: wooden ships	Read Replies (1) \| Respond to of 42834

David: I'm glad to hear you appreciate the Brinker summaries. In response to a query last week, Brinker acknowledged his particular agreement with Biggs vis a vis the latter's perception of overvalua- tion with respect to General Electric and Coca-Cola. This was more or less the sum and substance of his comments regarding Biggs, to recall it. It was reported here as such. Seemingly, most of us here understand that Biggs and Brinker are creatures of different stripes. For the purposes of my Sunday summary, that difference would seem irrelevant. Be that as it may, your post has now properly informed us of this distinction. The summation of three year market growth percentages was, indeed, accomplished irrespective of compound- ing. Thank you for the amendment.