29 Quotes by Sheldon Jacobs

They say 'Most of the shareholders are in IRAs' and taxes aren't a factor in IRAs, ... They say 'I'm being paid on overall performance.'

They're not going to grow as fast as Janus (funds) would because there's no marketing behind it.

A balanced fund buys stocks and bonds, and when you put the two together it reduces volatility,

It's a fairly risky fund, but if you want to buy the stocks of the Nasdaq 100, that's a way to do it.

The numbers would have been a lot worse if it weren't for the turnaround in the last three months. The real losers of 2001 were big winners in the fourth quarter.

These things tend to be done out of weakness. I would tend to think the odds are in favor of these moves.

The larger fund groups all have research analysts. You can't just take what the company hands you.

If you have a long-term horizon, ... you can ride out any bear market and invest in standard growth funds.

If you're in your 20s, then you can be pretty aggressive, ... But if you're in the stage of life where you don't have many earning years left, there's a lot to commend in this portfolio.