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Subject:  Re: Zeke's risk/reward table Date:  1/9/2000  11:10 PM
Author:  Rubic Number:  5142 of 8329

Nit 2: You jumped the gun on me a little here, as I haven't got Part Two out there yet. But here's what I'll say: The reason that I consider the risk of the value investor, taking the Boring Portfolio and Warren Buffett as role models, is that these sample portfolios are concentrated.

Good point. If you're talking about a tightly focused value portfolio, then I'd agree the risk could be higher.

Thanks for responding. I'm looking forward to your next article.


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