The Justa and Lars Honors Bob Brinker Investment Club Thread Message Board

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Pastimes : The Justa and Lars Honors Bob Brinker Investment Club Thread

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To: marc ultra who wrote (6271)	8/27/2011 11:08:05 AM
From: Kirk ©	2 Recommendations Read Replies (1) of 10065

"You continue to be repetitive as you choose to ignore the black swans that intervened." I recommend you read page 137 of the June 13, 2011 issue of Fortune . They do a good profile on Bob Rodriguez, a portfolio manager who correctly predicted the last two stock market crashes. He had a substantial cash position going into the last one such that his portfolio nearly doubled off the bottom on the graph they show. He's more than doubled the S&P500 over the period they show. Yahoo shows his returns by year (something Brinker keeps a state secret) at finance.yahoo.com Our records are similar as we use similar strategies. Both lost in 2007 but made money in 2001 with our best years usually right after a bear market where we put dollars raised when the market was up back in. It is a loaded fund but there are often ways to avoid paying those fees. It is interesting to read how when he sticks to his guns and refuses to follow trends while others pour in, the money comes out of his fund so it costs him.... right now he won't buy any bonds but short term in his income fund and it is costing him as people are chasing bond performance. I agree with him and believe this is another clue of the next bubble to collapse. Ahhh... here is the article on the net finance.fortune.cnn.com It is an excellent article. Expand your horizons so to speak. 8)

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