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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host

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To: Chris J. Horne who wrote (13765)4/14/2001 3:22:12 PM
From: BigShoulders  Read Replies (1) of 42834
 
Chris
Re: Very interesting! Do you mean stocks, funds, or a mix? Could you please mention what is in Portfolio 1?

Portfolio 1, 2 & 3 are "Marketimer No-load Mutual Fund Model Portfolios. The Marketimer no-load model portfolios are designed to provide investors seeking aggressive, growth and balanced objectives with a strategic approach to investing in no load funds." Portfolio 1 is aggressive, portfolio 2 is growth and portfolio 3 is balanced. Brinker tracks these model portfolios back to 1-1-88 for 1&2 and 3-1-90 for portfolio 3. The mutual funds that make up each portfolio have changed over the years.

Until January 2000, portfolio 1 was 75% US growth (Janus Olympus, Strong Growth, Baron Small Cap, TIAA/CREF Growth Equity) and 25 % international growth (Price European, Montgomery International, and Vanguard International Growth).

Best wishes
BS
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