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


To: Kirk who wrote (4277)3/20/1998 9:06:00 AM
From: Steve Hallam  Read Replies (1) | Respond to of 42834
 



Best Performers as of market close March 19, 1998
total return (%)

13 wk 12 mo 3 yr 5 yr

FIDELITY SEL ELCTRONIC R 13.2 30.6 37.3 34.9
SELIGMAN COMMUNICTN;A 22.6 46.3 26.2 33.2
FIDELITY SEL HOME FIN R 12.8 46.7 43.9 31.1
FIDELITY SEL HEALTH R 19.3 41.4 31.8 30.5
VANGUARD SPL:HEALTH R 17.7 39.5 33.2 28.9
FIDELITY SEL BROKERAGE R 17.3 73.1 46.4 28.5
PILGRIM AM BK&THRIFT;A 10.8 59.3 49.0 28.4
FIDELITY SEL COMPUTER R 14.5 24.7 26.7 28.3
LEGG MASON VALUE TR;PRM 18.0 50.2 43.7 27.9
J HANCOCK REG BNK;A X 9.1 51.1 41.2 27.8

Other names:

Safeco Growth 1997 - 49.97%
American Century Income and Growth - beats S&P by slimmest of margins
Vanguard Primecap - midcap? diversity outside S&P and high performance
Rydex OTC -- NASDAQ 100 index -- see previous posts

I sure would feel better if Bob Brinker recommended some of these funds. I think he has a rather conservative approach. These funds may be risky.

The aging of the baby boomer's provides a superficial rationale for the future sucess health care sector. Both past performance and the outlook of a technology driven economy provides a rationale for the technology sector.





To: Kirk who wrote (4277)3/20/1998 11:37:00 PM
From: Investor2  Read Replies (2) | Respond to of 42834
 
The problem with the sector funds is that a given sector will tend to cycle between periods of excellence and periods of mediocrity.

Best wishes,

I2