Yes, Contra is a little too big now.

However, seems that the manager is good to hand big money. There was a comment about his ability about big money a while ago.

The money amount is relative to the investment targets of the fund. Leverage has 8 billions now, while it targets at mid-cap caompany. The Value fund is even bigger--more than 30 billion while it targets mid-cap again. Really hard to make a judgement.

Just switched from Devident Growth to Sel. Bank portofolio and Sel. Brokeage fund. Even Divident is a "Money 70" pick, it has performed badly for many years.

所有跟帖： 

• 毛兄，何不把你的portofolio晒一下，大家借鉴借鉴？ -LAresident- ♂ (0 bytes) () 12/29/2007 postreply 11:33:09

• I did a few days ago--far away from yours.:(. -A-mao- ♂ (255 bytes) () 12/29/2007 postreply 12:07:01

• 猫兄 -比花花还花- ♂ (100 bytes) () 12/29/2007 postreply 16:24:15

• 不是，是湖南人。 -A-mao- ♂ (290 bytes) () 12/29/2007 postreply 16:54:44

• If you looked morning's data. -比花花还花- ♂ (209 bytes) () 12/29/2007 postreply 21:14:51

• Yes, fidelity Balanced fund is a good one. -A-mao- ♂ (330 bytes) () 12/30/2007 postreply 07:43:38

• 如果 -比花花还花- ♂ (32 bytes) () 12/29/2007 postreply 16:30:38

• I don;t know and the money managers have no boligation -A-mao- ♂ (165 bytes) () 12/29/2007 postreply 16:49:17

• well, if they are insiders, they have to -比花花还花- ♂ (482 bytes) () 12/29/2007 postreply 21:31:03

• I thought the managers have to report if they hold -A-mao- ♂ (259 bytes) () 12/30/2007 postreply 07:48:11