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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host
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To: sat2000 who wrote (21954)3/23/2005 12:57:50 PM
From: Kirk ©  Read Replies (1) of 42834
 
I think Mark Hulbert does all he can to be honest. When people like Bob start newsletters in 1986 then restart them in 1988 after a couple of "not so good years" Hulbert tracks this well. Also, when Brinker's P1 and P2 went to 100% cash in 1988 after missing the 1987 bear so Brinker started a new, conservative P1 portfolio in 1990 (or 1991, I forget) Hulbert tracks this well. I learned all this when someone sent me some back issues from Mark Hulbert that profiled Brinker.

Mark averages all the newsletters so someone can't have two newsletters with one short and one long then advertise whichever works... Though he does let Brinker have his Fixed Income ONLY newsletter portfolio which is not counted in his overall results so Brinker has a bit of both ways there.

For all that, I think Mark Hulbert does a great job. Consider that with the active/passive, P1, P2, P3 and the Fixed income only portfolio Brinker recommends, Hulbert has to track 5 different portfolios for Brinker. If you had to add in the recommended 20 to 50% of cash into QQQQ in 2000, he would have to make 3 active/passive portfolios and 3 more for P1Q, P2Q and P3Q. That is a lot of work!

I don't know what happened to the idea you recommend one portfolio then adjust how much you put into fixed income depending on your risk tol. At the top of the Bull market, I heard people say they had 100% in Brinker's P1 since he was not recommending any fixed income except for his P3 which was at 50:50... but in 2002, I recall many saying that P1 was only for your equity allocation and you should have 30 to 50% in fixed income... some are lucky and can have it both ways.
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