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Pastimes : The Justa and Lars Honors Bob Brinker Investment Club Thread
VTI 342.05+0.3%Jan 15 4:00 PM EST
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To: Elmer Phud who wrote (3284)12/23/2006 6:22:03 PM
From: Kirk ©  Read Replies (2) of 10065
 
"You also are correct in the scenario you describe. Under those circumstances you could have done better than by following Bob's advice."

You are still missing my point. I'm sorry it is so hard to explain.

Bob's "official advice" or the advice he is measured on is "lump sum into the market" since his model portfolios are fully invested. If Hulbert, myself or anyone calculating the performance of Brinker or a brand new subscriber decided to follow Brinker's model portfolios on August 11, 2006 when Brinker had his model portfolio's fully invested, then the ONLY WAY to match Brinker's returns going forward from August 11, 2006 is to be fully invested. That means a new subscriber as of that date or one with new money should lump sum into the market if they want to get the returns Brinker will advertise.

This other stuff is a way to "have it both ways" similar to recommending QQQQ for up to a third of your portfolio going into a bear market but not putting it into the model portfolios.

It allows Brinker a way to have it both ways. Whatever happens, Brinker or some dupe can say "look at how great Bob's advice has worked out."

BTW, this has been going on for a long, long time... see
Message 5502873
Someone here or on Suite101's Brinker discussion forum made a tally of all the "buy the dips" levels Brinker identified in the 1990's and figured about half of them hit and half didn't.
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