9/1 Euro-denominated investments were all the rage on motd. Did anyone
actually go through with the investments? How did people do?
\_ I did badly. I started around April and the strong dollar kept
fucking the investment up. I've lost maybe 8% from New Zeland and
Euro. Euro a bit worse. That's ok. Warren Buffet lost even more.
I think he lost well over 200 million over his billion dollar
investment overseas. I'm not worried though. This is for the
long term investment. Just as the Japanese yen took decades to
decline, the US economy is looking a lot like Japan 15 years ago,
so I still believe in Warren Buffet. I am sticking to my guns.
Don't get me wrong, I know Buffet started it in the early 2000s
and did pretty well whereas I started late, at the worst possible
point. However, Buffet isn't pulling out his 31 billion investment
overseas, and I'm not pulling out my mine (in the thousands) either
\_ Buffet can afford to take risks and losses and wait in a way
I doubt you can.
\_ I've owned LOGI for a long time, +156%.
Since the election I've bought SAP (+10.7%), PHG (+4.3%), and
MAPTX (+6.2%). -tom
\_ I have EUROX since 11/2003. +89%. But it's only half EURO, since
it also invests in Russia.
Like Tom, I have MAPTX (+42% since 11/2003), but that's AsiaPac,
not EURO.
Others - MACSX (+28% 11/03) (AsiaPac conservative)
MJFOX (+28% 11/03) (Japan)
TAVIX (+12% 12/04) (int'l)
IFN (+81% 11/03) (india)
MCHFX (+12% 11/03) (china)
(I think I am dumping this soon since I bought china
internet stocks (snda, ntes, ctrp)).
also lots of foreign stocks: crxl, rtp, pbr, btm,
rio, snda, ntes, ctrp, idbe, mbt, ...
my only us holdings are: ffiv, nile, dvy, brufx, mot,
desc (got lucky with desc - doubler in 3 months)
brufx is a really cool 1 man fund. check it out.
(I think I am dumping this soon and buy china
internet stocks (those with nice profit)).
\_ I posted a nice long reply, but someone stomped it. No way
I am typing all this in again. The short answer is, yes. -ausman
\_ Please post it again, I wanna know. Also, what are you
investing in these days? |