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

To: Trebor who wrote (3570)	2/21/1998 7:17:00 PM
From: sea_biscuit	Respond to of 42834

... memories of 1994 when my index funds were dead in the water (as they should be in a flat market)... Yes. But if it isn't an index fund, it doesn't necessarily have to be a managed fund either. I feel one should supplement indexing strategies with mechanical strategies such as the Dogs of the Dow. The Dow10 returned 4.2% in 1994 and the Dow5 did even better, with 8.2%. Also worth considering are funds based on "enhanced index" strategies such as the O'Shaughnessy Cornerstone Value fund (OSCVX), which returned 4.8% in the rather difficult market conditions that prevailed in 1994. OSCVX is new (started in late 1996). I believe Brinker requires actual 3-year performance numbers before he recommends any fund. However, the O'Shaughnessy Cornerstone funds are based on strategies that have produced fine returns over time, and therefore might be worth considering. Interested readers can check out the details at osfunds.com Dipy.