Re: An experiment with riding a mutual fund manager
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I'm taking five of his top weightings in a successful fund he runs and putting a sum of money just into those five, and removing the 150-200 other holdings in the fund
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Have you done any research on whether funds with a strong performance have their five largest position outperform in the future? It doesn't seem like it would be too tough to see if the data matches the theory.
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I am not investing in "funds" in general, so... no.
eastbay
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