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

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To: Math Junkie who wrote (22811)7/31/2006 7:33:32 AM
From: stockalot  Read Replies (3) of 42834
 
Ok Dija, Shres Math and/ or whoever thinks Brinker adds value with his mutual fund picks. And especially those of you who called me a liar for remembering that Hulbert had said that indeed using his timing in and out of an index well outperformed using his funds. I know of no one else who has done this exercise with that hodge podge of funds that Brinker has accumulated over the years. If you don't like Hulberts number call him a liar 18 times and whine that your hero is the best stock picker in the world. But admit that once again I was right and your silly determination to hype Brinker caused you to be wrong and look foolish.

Writing in the May 05 Hulbert Financial Digest Hulbert gave this information on Brinker's stock picking vs investing in the Wilshire 5000 using his timing.

"Consider the gain of a hypothetical portfolio that switched between shares of the Wilshire 5000 index and cash since the beginning of 1987 according to the market-vs-cash allocation of Brinker’s “Aggressive Growth” portfolio. This hypothetical portfolio gained 13.3% annualized through 3/31/05, beating the 11.4% annualized the Wilshire gained over the same period.
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Brinker’s fund selections on average have lagged the Wilshire. The HFD reports a 12.1% annualized gain for his “Aggressive” portfolio, which is 1.2 percentage points per year less than what this portfolio would have made if each of its funds had performed as well as the Wilshire during the times they were owned. "

And he added a disclaimer to this message saying that he was not counting the disasterous long term holding of the QQQQs. The QQQs bought in the 80s in Oct 2000 for up to 1/3 of an aggressive portfolio and held to this day, although hidden, renders the above exercise rather silly and meaningless.

Oh btw Math, as to your take on Queen. Sorry bud but the difference is I was right and it has been proven. The latest jive didn't address at all your claim that her other alias that was banned 'peanut_butter" was a relative. Indeed the rather remarkable claim was that there was a "different" person was posting on the same ISP who didn't really care about posting here and would rather "be out doing something else". The facts seem to say that it was a way for Queen to have "more posts". That "screen name that sounded just like Queen and used the same rare acronym" joined the day after Queen's alias did and started posting the following day. From that time --7/22 through being banished on the 27th posting as peanut_buttter she used 17 posts. Posting as Queen she used 22 posts in the same interval seemingly being nearly as "interested" in being inside posting as peanut_butter as queen. .

You are allowed your opinion but not allowed your own facts. The facts make it very obvious and the appropriate action was taken to keep this board from becoming Queen's playground of multiple personalities within one typist like Yahoo. Sorry if you got wound up in that silliness and it hurts to have been wrong about it.

SI was on the ball. It will make for a better discussion if such shinanigans are not attempted again. Perhaps the person posting Queen and many "ithers" at Yahoo has learned a lesson, that this is not Yahoo and perhaps she will try it again. Time will tell.
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