Bob Brinker, Moneytalk and Marketimer Message Board

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Strategies & Market Trends : Bob Brinker, Moneytalk and Marketimer

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To: Math Junkie who wrote (2069)	4/1/2008 9:48:19 AM
From: Kirk ©	Read Replies (1) of 2121

". Going bullish again in late 1990, and staying that way through the remainder of the 1990s, was fantastic." Disagree. You have to compare his calls to buy and hold. To add value you have to sell high and buy back low just to recover the expense of selling.... but leaving that out... matching the market is not fantastic. It is average by definition. To say others didn't jump off the bridge trying to time it doesn't help your case. I can list some "horrible" calls from his newsletter but I see no point. I'll let you discover them. Go look at the the equity funds he recommended for IRA investments in the April 2000 issue. I believe the funds grossly underperformed since they were loaded with tech. He never mentioned them again as they fell like rocks. I think each of those funds is equal to MSFT because if they took off like MSFT took off, then he could have added them to his list and take calls congratulating him on the picks on the radio. BTW, recommending MSFT as a buy in March 2003 has been horrible as it has under performed the NASDAQ by a ton... huge risk for little reward. Another horrible: Recommending UTEK: It was one of the only stocks in the sector that went DOWN between 1998 and January 2000... while others like LRCX went up nearly 20x. That is really hard to do unless you forget to disclose the company compensated you for investment advice and perhaps other "services." I agree with David. But more importantly, someone who doesn't compete with Brinker said this: "Brinker’s fund selections on average have lagged the market. The HFD reports an 11.5% annualized gain for his “Aggressive” portfolio, which is 0.9 percentage points per year less than what this portfolio would have made if each of its funds were invested in the DJ Wilshire 5000 during the times they were owned.” __ March 2008 by Mark Hulbert on Pg 3 of the March 2008 issue of "The Hulbert Financial Digest" "Please note: In late 2000, Brinker forecasted a several-month bear market rally and recommended an investment in the NASDAQ 100 Index—a trade that turned out quite unprofitably. However, because Brinker at the time of making this forecast chose not to make this trade part of his model portfolios, his HFD record has not suffered as a result." __ March 2008 by Mark Hulbert on Pg 3 of the March 2008 issue of "The Hulbert Financial Digest"

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