You can always look backward, and say I should have been in this or that.  The very fact that large caps have underperformed would lead me to believe that their day is coming.  I'm sticking with my allocation, and that includes large caps.  But I am happy that my portfolio also includes mid/small caps, international, bonds, etc. 

If I had known my companies stock would be worth 20 times what I paid for it 1986, I would have put 18,000 into it, and not 1,800.   

It's true that small-caps offer higher long-term returns compared to large-caps, although restricting your attention to the past ten years is probably not the best idea given 2000 was the peak of one of the most extreme large-cap overvaluations in history.  You might want to try hopping over to the Vanguard board.  They love discussing this kind of issue ad nauseum. 

Best,
Oildog
 

"dennis can you tell us what funds adam bold has you in,thanks."

Re: Well, What Exact fund  would be a violation of discloser  and Most are Load funds they get without the load ( It's their nitch and trick of the trade Me thinks ) and are Way different than the most of the one's he talks about on his Radio & TV show..

And understand something else..My Limo service i worked with for 30 yrs  took care of his Dad and family and then AB for yrs out of NorthBrook, Illinois and his firm has been taking care of 'some"  of the Limo Co.'s investments ever since.. but, so do some other Firms that are clients of the Limo co. as well..

And I found each Franchise office is Alittle Different ( I've gone thru 3 of them before using the one I have now )

I also Interviewed 6 different Firms before "Settling" for TMFS.. Not that they were the Best, just that they were the Most 'Flexable'.. after bringing to the table my Portfolio's and How well they had been doing and how Adament I was in keeping them.. So we ended up with a compromise plan..Mine and there's mixed... and ' setting the Tone' so to speak...bruising some ego's , but none the less..

and I told them I wanted a Local office and Guy that I can run over to and catch them before they try to Sneak out the parking lot with suitcases of my $ and escape to The Islands and since his family lives in my Neighborhood  ...I can throw Rotten Eggs at his house if he screws up...LOL

And I only gave them their Min  $50k back 3 yrs ago ,  just to try them out..( and what's a lousy 1.5% fee = $750  to see how these "Pro's" do it..Plus maybe get some Added Information and ideas on other matters..( On how to buy stocks , Options, Puts /calls, and a whole bunch of other adivce I'v gotten ever since.. from my Franchise store guy  (and his Sexretary is nice on the eyes when I go in every month for Free Coffee, Donuts & Pens and anything else I can steal......LOL )  which is alot more fun than when I used to use Fidelity offiice near by..

And They were offerring either A dozen Free Libby glasses or a Microwave Oven for new accounts...LOL

And My Main reason for even Hiring a Asset Manage firm?

 Not to Beat the Markets, but To just do as well or better to Take over things WHEN I can't anymore..Seeing as I am A Widower and as for the kids? Forget about them... Be it having a stroke, Nursing Home, ALZ, Nursing Home and After Death> Legacy Account..( and sure not about to let my 20 yr younger girlfriend handle my $...LOL )

However! His current Publicl;y talked about Funds he advocates are doing FAIR.. But keep in mind They are All equity type funds and have higher risk diviations than comparable indexes..thus will Be down More in Bear markets , but outperform in Bull..  so it all depends .

And he has been advocating Bond Fund> LSBRX and Some balanced funds ( PRWCX) of late... maybe to Cover his Rear lately...LOL

I like his Advocating the 5% rule in many Asset classes.. and he does bring some good Pro's and Con's to mind too.. Just like alll the others in this business..and I just Love his being so Negative about Annuities..and certain callers Investments on how they've been Had by Brokers...LOL

But, He, like all the others are just Guessing and what's the Ave. % of the Pro's being Right? > 20%?

His Public Recommended Funds as of Going into 08'?

MXXIX-35%

FMIEX-20% ( replaced UMBIX when it closed up shop and bought by Columbia as a Load fund )

HDPMX- 20%

TAVFX - 15%

ARTIX -10%

as of close on 5/16 YTD = ( 1.8% )

5% allocations in sectors and funds that should do well ?

BUFTX-Tech

FBRSX-Finance

SWHFX-Health

Fwd Hover for  Small caps

Royce Value

Bonds> LSBRX

Vs My Portfolio with them ? = + 3.6% YTD

07' did  =+ 15.6%

 So far so good for me..

But? If you don't need a AMF ( Asset Management Firm)  than for just investing your $ and doing better than you?

I Suggest just Use AMBF's ( Active Managed Balanced funds) like FPACX,LAALX,OAKBX,PRWCX and use LSBRX to get whatever extra % bal in bonds you may want..

and if Want to make More $ from them? Just add more to them..not have to take on more risk with risker funds..

Or God Forbid? Set up a 60/40 Bal. Port of index Funds....LOL

The 60/40 Index Port I track has done about 13.6% past 5 yrs, 9% apy for past 8 yrs and about 7.7% past 10 yrs  and just go 90% in Bonds during a Bear market and 90% in a Bull and you might do just as well...LOL

LOL > -5 rating

I must have touched some Neg, Nerves of some of our fellow Investors...

Probably most are either FP's and like kind wannabe's that have to justify  things.and still want to go down with the Titanic..to others who just don't like me... but aren't man enough  to say so...

But last I heard this was an Open Forum... ?

and not to be dominated by a few, but for the many.. and why I Add ratings to just about every subject...to promote conversations..& participation.. and not be so negative..

You disagree? Be Man Enough to say so..

I know, it's a Cross we Contraians  & Blue Collar types just have to Bear....

LOL

 In spite of that being said?

Can't I still use them for proper nouns? 

BytheNbrs