Quote:
Originally posted by aflex
know of any solid ones offhand FI? I was looking at OAKLX for a while, still haven't picked one.
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i don't follow mutual funds. but what i would do is look at the track record of the portfolio manager. you want to see a solid track record over a 5-10 year period. specifically you want to see someone who can beat the market during bear markets. any idiot can make money during a bull run.
i would include global value funds and small caps in a portfolio of mutual funds. us tech and large cap stocks are pumped up pretty high right now, so most mutual funds in these areas might not be the top performers in 2004.
metal funds could perform well. some people i talk to say gold could break 400+, but that could depend on the economy being more on the sluggish side. nickel stocks should perform well, but inco is pretty much the only solid company imo.