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To: Tony Viola who wrote (21914)12/16/1998 1:13:00 PM
From: Sonny McWilliams  Respond to of 27012
 
Tony. Janus Twenty. This fund has been a good returner for a long time now. No, that outperform was not for that day only. Last time I had looked it was up 51% for the year. I will check it later today and see what it is now. I think the Reynolds Fund was 43 or 47%. I forgot now. All those numbers are starting to form a sea in my head. gg. I will check the holdings. I have not even checked that because I never worry about Janus Twenty.

Yes, Intel will do us great.

Sonny

Just checked my WSJ. Janus Twenty is up 54.9 for the year. Reynolds has 2 Funds. One is up about 45 and the other about 41. Nothing to complain about either.



To: Tony Viola who wrote (21914)12/16/1998 5:36:00 PM
From: Eliz2  Respond to of 27012
 
Hi Tony,I have Janus 20.
Dell ,Pfizer,MSFT,WLA,GE,AOL,ILY,CSCO,LU, All the good ones.The percentage might change so wont post them also. great fund as its done great.
I think its good for a long time as I don't see tech or phar doing poorly and good mgmt too. Good luck on this
Eliz



To: Tony Viola who wrote (21914)12/28/1998 5:52:00 PM
From: Sonny McWilliams  Read Replies (3) | Respond to of 27012
 
Hello Tony. I just received my Winter Janus Twenty report. Here are the 10 top holdings as of Oct. 98. The fund was up over 60% last time I checked. No wonder, since AOL is his 2nd biggest holding.

Dell 10.7%
AOL 7.4
Msft 7.3
TWX 5.8
Pfe 5.6
WLA 5.5
Noka 5.2
Csco 4.8
GE 3.9
WCOM 3.5

He said that their positions in Dell, Msft and AOL added significantly to the performance of their fund.

Now again: This is probably all from Oct.98. I am sure that AOL ranks No.1 in contributing to the funds wealth now. gg.

Hm. I guess I had better get on the ball and get Csco, TWX and GE. Still don't have Msft again and missed the boat on Amzn today when it was up only 1 point near the end of the trading day, before making its ascend again.

Happy New Year.

Sonny

The manager is S. Schoelzel. Hm, like in E. Pfeiffer. gg.

About the internet stocks he states something like:
I genuinely believe the internet will be the single most influential phenomenon affecting our lives over the next 10 years, blah, blah.

BTW, 100% of his personal portfolio is invested in the Janus Twenty. That's a manager after my own heart.



To: Tony Viola who wrote (21914)12/28/1998 6:25:00 PM
From: Sonny McWilliams  Respond to of 27012
 
Tony. Janus Twenty update. I just looked at Friday's WSJ. The fund was up 71+. Hm. I should have put at least one half of my assets into my only Fund. It certainly would have been a lot less work. gg.

Sonny