"you shills"
Why the name-calling? Does that really contribute anything to the discussion?
"1t is TOTALLY MEANINGLESS on two fronts.
"1) First and foremost it does not count the huge long term holding in the QQQQs that Brinker placed in the 'aggressive' Portfolio # 1.
"2) Brinker never recommended timing his aggressive portfolio between the Wilshire 5000 and cash."
"Totally meaningless" is a mighty bold claim, given that meaning is a completely subjective concept. What's meaningless to one person may be meaningful to another. Nobody signs a statement when they subscribe to Marketimer promising to follow any particular portfolio. To say that it is totally meaningless to evaluate a market timing newsletter purely on its timing alone is arbitrary at best.
If timing-only rankings are meaningless to YOU, then fine, don't use them. But you are in no position, nor am I, to say what is meaningful to anyone else.
Similarly, if measuring the performance of his long term recommendations alone is meaningless to you, then by all means, add the QQQQ holdings into the mix. Others may consider it important to know how his long-term recommendations have done, especially considering that he has gotten out of the short-term trading business.
BTW, a couple of corrections: First, I'm sure you know this and just forgot, but Brinker never placed the October 2000 QQQQ buy in Portfolio 1. Second, he billed it as a two to four month rally, i.e., short term. It only became a long term holding after the fact. |
