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

To: Kirk © who wrote (7089)	8/23/1998 1:26:00 PM
From: Mannie	Read Replies (1) \| Respond to of 42834

American Century International Discovery is up approximately 25% on year to date.

To: Kirk © who wrote (7089)	8/23/1998 2:12:00 PM
From: Boca_PETE	Read Replies (1) \| Respond to of 42834

Kirk: re:< odd to say "stay out of small cap til they start performing" and then have a high percentage overseas underperforming> From my viewpoint, Brinker has always recommended diversification. He has often said we should not expect ALL PARTS of our portfolio to perform well at all times. Brinker has about a 30% weighting for small caps, not zero. I understand him to be reluctant to OVERWEIGHTING small caps until they start to outperform the large caps. If you overweight them now, you risk leaving returns on the table to the extent small caps continue to underperform during this period of turbulence when investors seek quality highly liquid investments. If you have a small allocation at this time for REIT mutual funds, chances are you are disappointed when you look at current YTD returns vs the high returns of the past two years. But fundamentals are good for these funds, rent incomes are going up, and they should start to perform well again after this correction period. Unless you stay with your posiition, you risk not being on the train when it leaves the station. With international fund, imho, one needs to be looking forward at this time, not backward over the past 10 years of underperformance. Imho, the future is bright and the countries currently having difficulties will figure out a way to turn their respective situations around. Moreover, free trade, European Union and single currency, increasing use of technology to lower costs will lift all of the economies of the world. Again, if you swing into a 100% US allocation, you risk missing the boat when international funds get that double wind at their back - earnings growth and currency gains. P