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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: marc ultra who wrote (1120)9/20/1998 3:26:00 PM
From: Justa Werkenstiff  Respond to of 15132
 
** Anatomy of Backing and Filling in the S & P 500 **

iqc.com



To: marc ultra who wrote (1120)9/20/1998 3:39:00 PM
From: Justa Werkenstiff  Respond to of 15132
 
Marc: Re: "I noticed when someone asked Bob directly about the this SF as well as the recommended Milwaukee growth fund he agreed they underperformed and just
emphasized how it seems hard for the managed funds to keep up with the indexes. I
also notice how when someone calls up and asks about portfolio 1 or 2 Bob often
gently nudges them toward the active/passive portfolio."

I am not sure there is a gentle nudge here. I would characterize it as more of a push. In one case when a caller asked indirectly about managed accounts in the newsletter (read BJ Group), Brinker again cited how difficult it is for managers to outperform the total market. Total class on Brinker's part.



To: marc ultra who wrote (1120)9/20/1998 7:23:00 PM
From: marc ultra  Respond to of 15132
 
re:MDY's. Anybody using MDY's along with SPYders and a good small cap fund. Any opinions on this approach, and do the MDY's work about as good as SPYders in terms of liquidity and matching the about 20% midcap weighting in the Wilshire 5000. I assume they would be very tax efficient and pay miniscule dividends. Maybe I'll review what's on the AMEX site but would appreciate any input. One advantage I see is I could buy them on margin for a couple of days while simultaneously selling all or part of a managed fund if I don't have free cash due to this buy signal.

Thanks, Marc



To: marc ultra who wrote (1120)9/20/1998 7:39:00 PM
From: Investor2  Read Replies (2) | Respond to of 15132
 
RE: "I find the Total Market Index Fund too restrictive for me. While I can understand them not wanting telephone redemptions, I couldn't even telephone exchange money into the fund."

Check out POMIX, the total market fund by T. Rowe Price. The expense ratio (0.4%) is a little higher than Vanguard, but they allow telephone switching. Also, it's a new fund, so there aren't large capital gains built in.

Best wishes,

I2


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