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 : Stock Attack -- A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Skipperr who wrote (6125)	2/16/1998 11:12:00 PM
From: Chris	Read Replies (1) \| Respond to of 42787

keep me posted on Rydex... looking foward to discussing further i will get data tomorrrow and see if my stock system applies to mutual funds/sector funds.. any insight, please let me know. if you want my mutual fund selector process.. email me.. so far we are doing pretty well, so i guess my selection method works.. any one else, feel free to email me.

To: Skipperr who wrote (6125)	2/17/1998 7:44:00 AM
From: Cage Rattler	Respond to of 42787

Skipper: Very high entry minimum into Rydex Funds; as I recall $15-25K depending on personal circumstance. Do you feel performance justifies paticipation? Have you an opinion of Rydwx Ursa, one of their bear-market subsets? Ciao, Ted

To: Skipperr who wrote (6125)	2/18/1998 1:36:00 AM
From: Chris	Read Replies (1) \| Respond to of 42787

hey skipper.. nice post written by you below: couple questions: what is overdiversification? meaning, at what point would you "classify" that? could you give some numbers for mutual funds and stocks? i guess for stocks, no more than 10-15 holdings? mutual funds --> im not sure.. Subject: The best Mutual Funds \| Previous \| Next \| Respond \| You have 1 unread message To: James F. Hopkins (185 ) From: Skipperr Tuesday, Feb 17 1998 7:56PM EST Reply # of 191 Jim - I'm curious, have you bought ALL these funds whose symbols you have posted? If so, aren't you somewhat overdiversified? In my experience with systems, I've found that net return goes up when I limit the number of funds to the strongest performers. Also, I believe that even though the Fidelity Selects have a 3% load, it may be justified to pony-up and pay this once to get the very-best returns when expecting to trade sectors over the very long term (10-20 years). Just wanting to get your thoughts. Regards, Skipperr =============================================== Subject: The best Mutual Funds \| Previous \| Next \| Respond \| You have 1 unread message To: James F. Hopkins (187 ) From: Skipperr Tuesday, Feb 17 1998 9:25PM EST Reply # of 191 Jim - I guess we have different opinions about Fidelity Sector Funds. Of course, I'd love to not have to pay that 3% load, but that was done years ago and I might as well stay with it now... especially since I have my DAA's set up to trade Fidelity Sectors. For new money, I'm going to hold off for a while until I hear more about Rydex Sectors. I market time also (In reality, what I do is called TAA - Tactical Asset Allocation). I have a long term and an intermediate term system for the overall market set up on my Investograph For Windows package. Both are on Buys now so I'm in. I'm still in the learning process and if you have a special, secret timing system - I'll trade you one-for-one. If you don't have Investograph For Windows, what do you say to making some other arrangement? It may benefit both of us to compare notes and experiences on market timing (from your and my profiles, I see that age is an asset!). Please e-mail me. Regards, Skipperr \| Previous \| Next \| Respond \| View SubjectMarks Bookmark this Subject Return to Mutual Funds One or more words separated by spaces: Subject Titles Only Full-Text Messages with Links Send questions and feedback to webmistress@techstocks.com Terms of Use