Go to Jeff Salisbury LWGate Home Page.From: "J. Lobatto" <jlobatto@nyc.rr.com>
Subject: Re: [CANSLIM] Intro - Bob Mansk
Date: Wed, 21 Aug 2002 09:06:16 -0400
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Just a quick defense of Bogle.... I attended a talk of his a couple of =
years ago and he was clear in warning that he felt the market was very =
overvalued and that future returns would be far smaller than what we had =
seen in the late 90s.
----- Original Message -----=20
From: Robert Mansk=20
To: canslim@lists.xmission.com=20
Sent: Wednesday, August 21, 2002 7:41 AM
Subject: Re: [CANSLIM] Intro - Bob Mansk
Tom,
I haven't recalculated the total return numbers for my total =
Vanguard in a while. Just eye-balling the various accounts I would =
estimate the total current loss from the Q1 - 2000 peak to be 20 - 30 %. =
That is with a mix that is about 50% Totl Stock Mkt, 25% Bonds 15% =
International Stock, 5% REIT and 5% Energy.
As to my feelings about it, the appeal is that it is a low maint =
portfolio that has done reasonibly well through most times. I had read =
John Vogle's book on using index funds and buy and hold. I bought into =
it. There was also a time back in the early 90's when I managed a =
portion of my portfolio using the Fidelity Monitor newsleter. For a =
period of a couple of years I used both my current approach and followed =
the newsletter. The Vanguard buy and hold strategy out performed the =
newsletter. Eventually, I dropped the newsletter and went strickly with =
Vanguard buy and hold.
=20
On a go forward, I would like to depend less on Vanguard index =
fund buy and hold. =20
Bob=20
----- Original Message -----=20
From: Tom Worley=20
To: canslim@lists.xmission.com=20
Sent: Wednesday, August 21, 2002 12:13 AM
Subject: Re: [CANSLIM] Intro - Bob Mansk
thanks for the intro, Bob, and welcome to the group. I look forward =
to your future participation, now that we know you are out there =
listening in. Curious how your performance with Vanguard buy&hold fund =
has been, and how you feel about it?
----- Original Message -----=20
From: Robert Mansk=20
To: canslim@lists.xmission.com=20
Sent: Tuesday, August 20, 2002 9:48 PM
Subject: [CANSLIM] Intro - Bob Mansk
Hello All,
I have been a lurker on this list for a few months now and =
thought I would make a proper introduction of myself. I have been =
investing in stocks for about 20 years, although up until now, mostly =
passively. I subscribed to the Vanguard buy and hold index fund =
approach for the bulk of my holdings. Through the recent market down =
turns I began to question that approach, at least for all of my =
holdings. I got serious about learning more about investing in =
individual stocks. =20
I have recently read WON's HTMMIS and I am starting to apply the =
concepts. I have found the discussions here also an excellent guide and =
reference and look forward to participating in them.
For my day job, I am an independent computer consultant, =
primarily as an Oracle iDBA.
Bob
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<DIV><FONT face=3DArial color=3D#0000ff>Just a quick defense of =
Bogle.... I attended=20
a talk of his a couple of years ago and he was clear in warning that he =
felt the=20
market was very overvalued and that future returns would be far smaller =
than=20
what we had seen in the late 90s.</FONT></DIV>
<BLOCKQUOTE dir=3Dltr=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #0000ff 2px solid; MARGIN-RIGHT: 0px">
<DIV style=3D"FONT: 10pt arial">----- Original Message ----- </DIV>
<DIV=20
style=3D"BACKGROUND: #e4e4e4; FONT: 10pt arial; font-color: =
black"><B>From:</B>=20
<A title=3Drobert.mansk@verizon.net=20
href=3D"mailto:robert.mansk@verizon.net">Robert Mansk</A> </DIV>
<DIV style=3D"FONT: 10pt arial"><B>To:</B> <A =
title=3Dcanslim@lists.xmission.com=20
=
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Sent:</B> Wednesday, August 21, =
2002 7:41=20
AM</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Subject:</B> Re: [CANSLIM] Intro - =
Bob=20
Mansk</DIV>
<DIV><BR></DIV>
<DIV><FONT face=3DArial size=3D2>Tom,</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2> I haven't =
recalculated the=20
total return numbers for my total Vanguard in a while. =
Just=20
eye-balling the various accounts I would estimate the total =
current loss=20
from the Q1 - 2000 peak to be 20 - 30 %. That is with a mix that =
is=20
about 50% Totl Stock Mkt, 25% Bonds 15% International =
Stock, 5%=20
REIT and 5% Energy.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2> As to my feelings =
about it,=20
the appeal is that it is a low maint portfolio that has done =
reasonibly=20
well through most times. I had read John Vogle's book on =
using index=20
funds and buy and hold. I bought into it. There was also=20
a time back in the early 90's when I managed a portion of my =
portfolio=20
using the Fidelity Monitor newsleter. For a period of a =
couple of=20
years I used both my current approach and followed the =
newsletter. The=20
Vanguard buy and hold strategy out performed the newsletter. =
Eventually,=20
I dropped the newsletter and went strickly with Vanguard buy and=20
hold.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2> </FONT></DIV>
<DIV><FONT face=3DArial size=3D2> On a go forward, I =
would like=20
to depend less on Vanguard index fund buy and=20
hold. </FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Bob</FONT> </DIV>
<BLOCKQUOTE dir=3Dltr=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV style=3D"FONT: 10pt arial">----- Original Message ----- </DIV>
<DIV=20
style=3D"BACKGROUND: #e4e4e4; FONT: 10pt arial; font-color: =
black"><B>From:</B>=20
<A title=3Dstkguru@bellsouth.net =
href=3D"mailto:stkguru@bellsouth.net">Tom=20
Worley</A> </DIV>
<DIV style=3D"FONT: 10pt arial"><B>To:</B> <A =
title=3Dcanslim@lists.xmission.com=20
=
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
=20
</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Sent:</B> Wednesday, August 21, =
2002 12:13=20
AM</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Subject:</B> Re: [CANSLIM] Intro =
- - Bob=20
Mansk</DIV>
<DIV><BR></DIV>
<DIV><FONT face=3DArial>thanks for the intro, Bob, and welcome to =
the group. I=20
look forward to your future participation, now that we know you are =
out=20
there listening in. Curious how your performance with Vanguard =
buy&hold=20
fund has been, and how you feel about it?</FONT></DIV>
<DIV> </DIV>
<DIV style=3D"FONT: 10pt arial">----- Original Message -----=20
<DIV style=3D"BACKGROUND: #e4e4e4; font-color: black"><B>From:</B> =
<A=20
title=3Drobert.mansk@verizon.net =
href=3D"mailto:robert.mansk@verizon.net">Robert=20
Mansk</A> </DIV>
<DIV><B>To:</B> <A title=3Dcanslim@lists.xmission.com=20
=
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
=20
</DIV>
<DIV><B>Sent:</B> Tuesday, August 20, 2002 9:48 PM</DIV>
<DIV><B>Subject:</B> [CANSLIM] Intro - Bob Mansk</DIV></DIV>
<DIV><BR></DIV>
<DIV><FONT face=3DArial size=3D2>Hello All,</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2> I have been a =
lurker on this=20
list for a few months now and thought I would make a proper =
introduction of=20
myself. I have been investing in stocks for about 20 years, =
although=20
up until now, mostly passively. I subscribed =
to the=20
Vanguard buy and hold index fund approach for the bulk of my=20
holdings. Through the recent market down turns I began to =
question=20
that approach, at least for all of my holdings. I got =
serious=20
about learning more about investing in individual stocks. =20
</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2> I have recently =
read WON's=20
HTMMIS and I am starting to apply the concepts. I have found =
the=20
discussions here also an excellent guide and reference and look =
forward to=20
participating in them.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2> For my day job, =
I am an=20
independent computer consultant, primarily as an Oracle =
iDBA.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial=20
size=3D2>Bob</FONT></DIV></BLOCKQUOTE></BLOCKQUOTE></BODY></HTML>
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