From: "thamsenman" 
Newsgroups: misc.invest.financial-plan
Subject: Re: Portfolio Allocation
Date: Mon, 4 Dec 2006 03:57:22 -0600
   posting-account=HxyhTg0AAADIxQ-z5ug6kqyruNCEyrhE
	iQBVAwUARXPxAvl/I4+O31e5AQFgegH/dsj5hVrqy2Xi4xomMF41NjJrvYNNnpop
	Vazj2GK7Ql9pdJiP+5rpYYVlO9k24A4/enT1iz3gFjy/3fkIoyChRg==
	=+Rwp

Joe,

Yeah I did pick these funds in hindsight.  Mostly recommendations from
friends and some of my own personal reading and research.


joetaxpayer wrote:
> thamsenman wrote:
>
> > Hi there,
> >
> > What is an optimal portfolio allocation strategy for a 21 year old?
> > Different websites have markedly different strategies, but I'm looking
> > for something that is mostly value oriented and makes sense. Also does
> > anyone know of some great funds that meet each sort of allocation
> > sector? I'm interested mostly in mutual funds and ETFs.
> >
> > Here's what I have so far:
> >
> > DODFX - 1/7 of portfolio (Dodge and Cox International)
> > FAIRX - 1/7 of portfolio (Fairholme Fund)
> > MFOCX - 1/7 of portfolio (Marsico Focus Fund)
> > MGRIX - 1/7 (Marsico Growth Fund)
> > MIOFX - 1/7 (Marsico International Opportunities Fund)
> > MXXIX - 1/7 (Marsico 21st Century Fund)
> > PGVFX - 1/7 (Polaris Global Value Fund)
> >
> > Also I own a bit of the QQQQ fund as well.
> >
> > Thanks
> >
>
> There is no 'optimum', unfortunately. Regular poster here, Elle, has a
> good set of links on her blog
> http://home.earthlink.net/~elle_navorski/id8.html
> which can help you decide for yourself.
>
> I do have a question for you - did you pick these in hindsight? When I
> looked at these funds, I believe every one beat the S&P over the last
> five years, and a couple were +100% vs S&P 20% or so. Just an
> observation. Past performance no guarantee, etc.
> 
> JOE


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