Comments on Fund My Mutual Fund: Year 1, Quarter 1 Performance Review

Great blog. I enjoy this concept of starting your...

2007-11-19T11:34:00.000-05:00

Great blog. I enjoy this concept of starting your own mutual fund, 6,000 investors at $2,500 each. The entrepreneurial spirit is great! Good job this quarter, and keep up the good work.

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Great post. It's important that we look at our mi...

2007-11-04T19:52:00.000-05:00

Great post. It's important that we look at our mistakes as well as our successes and try to get at the root of each.
I am very impressed that you can write such informative posts each day. I always look forward to reading the blog.

Thanks for your comment. I have been debating on ...

2007-11-04T18:27:00.000-05:00

Thanks for your comment. I have been debating on and off when (if) to get more exposure into the mining space - and into one of the big 3 - BHP, RIO or RTP. I might just buy the EWZ (brazilian ETF) which gets my the CVRD exposure and then some Brazilian banks and PBR to boot. These plays are a bit long in the tooth, hence why'd I feel more comfortable buying after more pullback. I have some minor moly, and gold exposure with FCX position but its mostly copper. While I like the long term story in all these I am a bit worried near term in case of any whiff of global slowdown that people will flee some of these. Hence why I am debating it. Also have been looking at some gold/silver plays but this appears to be a crowded trade as well.

Great work mate, its a good perfomance for the fut...

2007-11-04T16:50:00.000-05:00

Great work mate, its a good perfomance for the future fund.
The mining exposure seems very low in times of rising moly, gold, silver and uranium prices? but the performance tells that you are right.

Wish you to continue the good work!