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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: Investor2 who wrote (11902)2/12/2000 12:47:00 PM
From: Justa Werkenstiff  Read Replies (1) of 15132
 
I2: Re: "I believe that each person should evaluate if Bob's market timing calls are appropriate for one's own style of investing. When evaluating whether or not I should be following Bob's market timing signals, I need to measure his calls relative to the performance of my
portfolio, not the overall market."

I suppose you can evaluate the call any way you see fit. But you would be really crying in your beer if you had a 100% semi or biotech weighting and acted on that call <g>. And you would think he was God if you were a HHH investor in the internets which peaked at the time of the call. But as far as Brinker is concerned, he was making a market call and not an individual sector call or a individual stock call. If a bear market develops, it won't make any difference anyway because most everything gets pounded in a bear.
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