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What the devil makes you think that they were ever good investments? As of today, the portfolio is down 20%+, while SPY is down about 7% from Jan 07. 4 of the picks are down 60%+! TMF was totally blindsided by the sub-prime meltdown as evidenced by the presence of a home builder (PHM) and a finance company (FCFS) amongst their "gems" (the kind my cat buries in his litter box).

Maybe we should try their 2008 picks?
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