Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : From the Trading Desk -- Ignore unavailable to you. Want to Upgrade?

To: Jon Stept who wrote (4043)	1/1/1999 5:29:00 PM
From: steve goldman	Respond to of 4969

jon, thanks for the note...its a tough question as I dont think anyone knows exactly how a mutual fund acts outside of the specific manager running the fund. ie..i know I would run my fund differently than many of the funds which we handle trades for. Nonetheless, to each is ones' own. In my opinion, I dont think anyone was loading up on AOL near year end, and depending on losses during the august correction, might have been taking profits...nonetheless, the addition of aol to the index makes it a must have for many funds so that changes the picture. Many of the funds ahve absolutely no choice other than to buy the AOL else they risk underperforming if AOL keeps rolling. I wish I could give you more concrete answers... I have seen funds load up with window dressing at year end. while others may go all cash. Some decide to buy ABC and do it in two days and others average in over x weeks....to each is ones' own. which is also why certain funds perform greater than others. regards, Steve@#yamner.com