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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host
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To: Math Junkie who wrote (17471)2/22/2003 9:57:15 PM
From: BigShoulders  Read Replies (1) of 42834
 
Re: I agree that his market timing has not been shown to add sufficient value to be worth the effort compared to buy-and-hold with asset allocation.

Richard:

What do you consider to be sufficient value?

Here are Brinker's portfolios with the QQQ trade included compared to staying fully invested (since 1/5/2000 when he shifted 60% equity to cash)

Portfolio 1
50% of cash reserve in QQQ +15.7%
30% of cash reserve in QQQ +25.6%

Portfolio 2
30% of cash reserve in QQQ +21.0%
20% of cash reserve in QQQ +26.0%

Here's the comparison had he not made the QQQ trade:
Portfolio 1 +40.6%
Portfolio 2 +35.9%

Regards
BigShoulders
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