SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Tim Bagwell who wrote (22056)7/22/2005 10:07:27 AM
From: Kirk ©   of 42834
 
Nice summary but why 30% of cash reserves when he advised 20 to 50%? The 20 to 30% advice was given to those in a 50:50 portfolio so they would have under performed in the 1990's but have done well in the 2000's due to bond interest. You should compare buying and holding 50:50 W5000:GNMA perhaps.

I think the more aggressive investors (who would be 100% in equities, not 50% like P3) would be in P1 and P2 and follow the 30 to 50% of cash reserves into QQQQ. I'd be interested in your numbers for 30 and 50% and dividends reinvested for the buy and hold.

finance.yahoo.com

PRICES
Date              Dividend
30-Dec-04	$ 0.104 Cash Dividend
29-Dec-03	$ 0.033 Cash Dividend
30-Dec-02	$ 0.052 Cash Dividend
28-Dec-01	$ 0.044 Cash Dividend
28-Dec-00	$ 0.027 Cash Dividend


Also, his call was not made on Jan 00 but on Jan 5th when the market was down some 4% or so. This will further help the buy and hold case.

finance.yahoo.com

Date	Open	High	Low	Close	Volume	Adj Close*
7-Jan-00	11.51	11.51	11.51	11.51	0	11.04
6-Jan-00	11.19	11.19	11.19	11.19	0	10.73
5-Jan-00	11.23	11.23	11.23	11.23	0	10.77
4-Jan-00	11.23	11.23	11.23	11.23	0	10.77
3-Jan-00	11.69	11.69	11.69	11.69	0	11.21
31-Dec-99	11.78	11.78	11.78	11.78	0	11.30


FWIW, I don't follow Brinker but use asset allocation. I did a ton of selling in 1999 and 2000 and would have done more except for any additional selling put me into AMT territory (most of my tech stocks were purchased with taxable money). It is VERY HARD to quantify the tax effects of selling large blocks of securities with taxable money.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News