Comments on: Update: June Performance http://valuehuntr.com/2009/07/02/update-june-performance/ A Value Investing Website Sun, 25 Jul 2010 19:04:30 +0000 hourly 1 http://wordpress.com/ By: Investment Articles - July 3, 2009 | Old School Value http://valuehuntr.com/2009/07/02/update-june-performance/#comment-350 Investment Articles - July 3, 2009 | Old School Value Fri, 28 Aug 2009 06:32:38 +0000 http://valuehuntr.com/?p=1221#comment-350 [...] Update: June Performance [...] [...] Update: June Performance [...]

]]> By: Daniel M. Ryan http://valuehuntr.com/2009/07/02/update-june-performance/#comment-265 Daniel M. Ryan Mon, 06 Jul 2009 02:18:09 +0000 http://valuehuntr.com/?p=1221#comment-265 If you're interested, I've been running a Marketocracy mock fund solely based upon the Dogs of the Dow. After the initial ten purchases, zero turnover: it's just been collecting the dividends. The thing has underperformed all major averages, including the Dow itself, over the month of June. My guess is that it's a bad time for large-cap value, and possibly for other value approaches. Storm season, in other words. By the way: Marketocracy's M100 has been underperforming the three major averages too in the same timeframe. It's that kind of a market right now. If you’re interested, I’ve been running a Marketocracy mock fund solely based upon the Dogs of the Dow. After the initial ten purchases, zero turnover: it’s just been collecting the dividends. The thing has underperformed all major averages, including the Dow itself, over the month of June.

My guess is that it’s a bad time for large-cap value, and possibly for other value approaches. Storm season, in other words.

By the way: Marketocracy’s M100 has been underperforming the three major averages too in the same timeframe. It’s that kind of a market right now.

]]> By: widemoat http://valuehuntr.com/2009/07/02/update-june-performance/#comment-263 widemoat Fri, 03 Jul 2009 05:38:23 +0000 http://valuehuntr.com/?p=1221#comment-263 Maybe you mentioned this elsewhere... are all positions equal size? Maybe you mentioned this elsewhere… are all positions equal size?

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