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Strategies & Market Trends : A.I.M Users Group Bulletin Board -- Ignore unavailable to you. Want to Upgrade?

To: RFH who wrote (6749)	2/4/1999 7:47:00 AM
From: OldAIMGuy	Respond to of 18928

Hi RFH, When I looked back at the long term chart on Vanguard's energy fund I couldn't believe the group has been in a slump for this long! Amazing. As I mentioned in my news letter, most times when Value Line has 25% of its Worst Performers list from one sector of the market, it spells O-V-E-R-S-O-L-D !!!! I'm hoping for my own sake this is true again. I don't have a huge commitment to Energy, but it's enough to get my attention. It was built for a safety valve for my account. I wanted something there for "oil shocks" of the future. My intent was to build up about 5% of my overall account in this area. I had also wanted a Yellow Gold portfolio of about the same size and also as an "insurance policy." So far that area has been awful. I'm just about ready to bag that area and do something more creative with the $$$. It's beginning to bother me! What I should really do is sit down and draw a big equilateral triangle on a piece of paper and assign my various holdings to it in "investment pyramid" fashion. I haven't done this in some time. It's nice to see where stocks fit in. Sometimes there's way too much making its way towards the top of the pyramid! Sometimes too much at the base. I had considered the black and yellow gold commitments to be foundation blocks of the pyramid, but they've not held up to well so far!! Best regards, Tom