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Pastimes : The Justa and Lars Honors Bob Brinker Investment Club Thread
VTI 335.27-0.8%Dec 31 4:00 PM EST
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To: Boca_PETE who wrote (807)3/19/2001 7:50:57 AM
From: MrGreenJeans  Read Replies (2) of 10065
 
Pete

I think one needs to observe that Bob's Long-term timing advice has been correct (ie. Jan 10, 2000 call to raise cash reserves).

At best 60% correct and at worse less than that if one took cash reserves to adjust for CTR2. In hindsight, is the long-term model really working if it called for 60% cash in what seemingly is one of the worst markets in recent times?
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