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Strategies & Market Trends : Graham and Doddsville -- Value Investing In The New Era -- Ignore unavailable to you. Want to Upgrade?

To: porcupine --''''> who wrote (378)	6/9/1998 2:40:00 AM
From: Berney	Read Replies (1) \| Respond to of 1722

One More Time -- A New Model Portfolio Over the last four years, I have enjoyed developing Market strategies designed with the simple goal in mind to beat the Index. A task that few of the mutual funds seem able to accomplish. Thus, I present here one more effort to educate investors that this goal is not that difficult a task. The basis of this effort is essentially the same as in the past. I utilize two of the methods I developed to accomplish the purpose of designing a diversified portfolio that has a great potential to provide returns in excess of the Index. The two methods I refer to as Buy and Hold With A Twist and Dividend Yield 11-15. An explanation of these methods can be found at the web site in the introduction to this investment thread. Enjoy! PRICE PE RATIO SIC PROJECTED EPS INST MARKET SYMBOL 6/8/98 CURRENT AVERAGE CODE GROWTH RATE OWNER CAP Buy and Hold With A Twist: ACL $ 36.75 10.1 9.2(3) 6331 13.8% NA 6585 BSC 56.44 12.4 7.9 6211 11.7 53 6421 CTI 24.63 14.8 12.6(3) 3443 16.5 44 398 FAF 71.75 11.9 14.3 6361 14.0 47 1270 ICII 20.63 9.1 12.5 6162 20.0 78 797 JEF 45.38 14.1 9.7 6211 NA 46 943 NATR 24.00 21.4 23.7 2834 20.0 35 443 PLXS 22.00 19.2 25.7 3672 25.0 32 325 RJF 31.63 16.8 8.6 6211 NA 63 1525 SUNW 44.50 24.0 16.9 7373 18.2 52 16857 TNL 43.50 21.9 18.9 3643 NA 40 703 XL 75.44 8.9 9.0 6351 12.2 85 6387 Total $496.65 Dividend Yield 11-15: CAT $55.94 12.4 11.6(5) 3531 10.3 73 20508 DD 79.25 39.8 27.0 2821 11.3 57 89434 GT 69.81 18.4 24.1 3011 9.2 77 10977 MRK 121.50 31.4 22.4 2834 14.3 55 146224 UK 49.88 11.0 13.8 2821 7.9 70 6793 Total $376.38 Sum $873.03 Berney's June Portfolio Index 873.03 S&P 500 Index - 6/8/98 1115.72 Thus, I again crawl out on the limb, saw in hand. Obviously, the difficulty in this strategy is that it takes $87,303 simply to buy 100 shares of each stock. However, the strategy has worked in the past, and I have my continued confidence that it will work in the future. However, as always, BWDIK, and all other disclaimers. In general, this represents a response to my previous post. I admit frustration to the numerous general comments on SI how the Market is over-valued and equity investors are will undoubtedly be plucked. An intelligent investor could not possibly endorse an asset allocation model that involves no exposure to the equity Markets. Berney