Bob Brinker: Market Savant & Radio Host Message Board

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

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To: stockalot who wrote (19630)	10/21/2003 2:13:42 AM
From: Kirk ©	Read Replies (1) of 42834

Is it true though that you recomend 90% in index funds and the rest spread among a whole bunch of stocks? How much could one make from Utek in that situation? What brought that up? I tell folks that they might start by using my newsletter like an aggressive growth mutual fund in their asset allocation which for most could be between 5 and 20%. Index funds would be a good choice for the rest but they can do whatever they want. Myself, I have much more in individual stocks and sector funds since I have been doing it for so long with good results. For example, I started an example for the newsletter in 1998 with $100K in my newsletter portfolio and $100K in a benchmark portfolio that is mostly indexed. The idea was to hopefully show how I could add value to a portfolio by making my part grow faster than the rest. As of last week, the newsletter portfolio had grown to $381,651 while the Benchmark portfolio was only $107,581. An investment in SPY would have grown to $110,669 by my calculations. So, for my case, the investment gains in UTEK are significant. Kevin Landis only reports on how his funds have done and I only report on how my newsletter portfolio has done. It is up to the indivudual investor to decide for themselves what to do with the advice and now to integrate it into their overall asset allocation. I heard Brinker on the radio say someone 40 yrs old might have 70% in his P1 and 30% in fixed income so he does the same: He reports on his P1 and lets subscribers decided how to integrate it into their portfolio. It is standard procedure in reporting results. You can only report on what you have control over. BTW, I consider Fidelity Sector Funds and Kevin Landis funds my competition. They are very good and they report their results honestly. They are also aggressive growth funds appropriate for a part of an investment portfolio for those who want to try and beat the index funds. Why do you ask? Are you thinking of subscribing?

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