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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host
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To: Skeeter Bug who wrote (13886)4/20/2001 9:37:52 PM
From: BigShoulders  Read Replies (1) of 42834
 
Updated performance of Brinker's model portfolios since he moved from 100% equities to 60% equities in January 2000, as reported by Brinker (without including the CTR2 QQQ trade) and as not reported by Brinker (with the QQQ trade included).

Results as of 4/20/01 based on a start date of 1/5/00

Brinker's Aggressive Model Portfolio
Port 1B -2.2% (as reported by Brinker, without QQQ trade)
Port 1A -14.7% (with QQQ trade included)
Port 1 -22.9% (hypothetical had Brinker made no changes from Jan 2000 and stayed 100% in equity)

Brinker's Growth Model Portfolio
port 2B -1.2% (as reported by Brinker, without QQQ trade)
Port 2A -9.3% (with QQQ trade included)
Port 2 -16.9% (hypothetical had Brinker made no changes from Jan 2000 and stayed 100% in equity)

NASDAQ Comp -44.2%
S&P 500 -11.3%

Best wishes
BS

Disclaimer:
Information is believed to be accurate and formulas are probably correct. In other words use these numbers at your own risk or check them yourself<g>

Portfoio 1 - Aggressive. Provided for comparison to 1A and 1B. Hypothetical performance if Brinker made no changes. 100% in equities.
Portfolio 1A - Moved 60% to cash, 1//5/00; 65% cash 8/2/00; half of cash to QQQ on 10/12/00 (CTR 2)
Portfolio 1B - As reported by Brinker. Same as 1A but excludes effect of CTR 2.

Portfolio 2 - Growth
3 cases are similar as for portfolio 1 except case 2A, 30% of available cash to QQQ on 10/12/00 (CTR 2)
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