SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Kirk © who wrote (42751)3/14/2009 9:27:25 AM
From: gronieel4 Recommendations  Read Replies (2) of 42834
 
"His advice at the top was to have nearly 2/3rds of his "balanced" model portfolio #3 in the stock market. That is far more bullish than in March 2003 when his official advice was to only have 50% of model portfolio #3 in the stock market.

He gave SPECIFIC advice to a caller on the radio to not rebalance P3 just after making all time highs."
-------------------------------------------------------------

So Kirk are you claiming that Brinker gave SPECIFIC advice to a caller which was at odds with his OFFICIAL advice in his newsletter?

I don't believe that and unless you have some evidence, I will continue to believe you are mistaken.

But in any case Kirk, I know you love to run around bragging about the "premium" you get from frequent portfolio rebalancing but are you aware that Wm. Bernstein, and others, say that frequent rebalancing may in fact be detrimental.

Bernstein says on P. 290 of The Four Pillars Of Investing you should rebalance every two to five years depending on asset classes and time period.

Personally Bernstein says rebalancing EVERY FEW YEARS is the right answer. And he goes on to give reasons why this is true.

But then what does Bernstein know...right Kirk?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News