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Strategies & Market Trends : Buffettology -- Ignore unavailable to you. Want to Upgrade?

To: Fredman who wrote (1487)	5/20/1999 7:19:00 PM
From: jhg_in_kc	Read Replies (2) \| Respond to of 4690

my picks, DIVIDE EQUALLY AMONG AOL,RMBS,IBM,T,DELL,EMC,SUNW, TLAB, INKT, & BRKB. JHG

To: Fredman who wrote (1487)	5/20/1999 11:26:00 PM
From: Shane M	Read Replies (1) \| Respond to of 4690

Fred, Sounds interesting. This takes the timing factor out of everything and really turns things into a long term buy-hold approach. I'm currently raising cash levels so I'd prefer to wait for better prices on many of these, but here goes: ticker %dist $ amount APOL 9% 27,000 CHB 8% 24,000 FIC 8% 24,000 TECH 8% 24,000 DSWL 8% 24,000 RAL 4% 12,000 HMA 4% 12,000 CDWC 5% 15,000 APCC 7% 21,000 CATP 7% 21,000 ITWO 7% 21,000 SEBL 7% 21,000 CKFR 7% 21,000 DSTM 7% 21,000 DCTM 4% 12,000 ====== === ======= 15 stocks $ 300,000 I may see if I can set up such a test portfolio in MS Money. Shane

To: Fredman who wrote (1487)	5/21/1999 12:59:00 AM
From: James Clarke	Read Replies (1) \| Respond to of 4690

OK Fred, you're on. Hmm, $300,000. Give me this: $40,000 of Clayton Homes, CMH $60,000 of Berkshire Hathaway, BRK $25,000 of Mattel, MAT $25,000 of Ambac, ABK $150,000 cash. Yes, that's right. Good old fashioned under the mattress cash. Don't even worry about calculating the interest. Just make sure Mr. Market doesn't run off with it. JJC

To: Fredman who wrote (1487)	5/21/1999 10:09:00 AM
From: Dan Meleney	Read Replies (1) \| Respond to of 4690

200K VFINX (Vanguard S&P 500 index) 20K FDX 20K EMC 20K BA 20K RAL 20K NOK You might set these up in MY.YAHOO portfolios. You can enter the number of shares & prices paid. NASDAQ, NYSE, AMEX, it doesn't care. The only maintenance you'll have to do is to adjust for splits. Thanks. Dan