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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?


To: Ken Robbins who wrote (11415)1/24/2000 4:56:00 PM
From: Investor2  Read Replies (1) | Respond to of 15132
 
That's easy to chart. He's been bullish for the past 3 to 5 years.

Best wishes,

I2



To: Ken Robbins who wrote (11415)1/24/2000 5:32:00 PM
From: Bald Eagle  Read Replies (1) | Respond to of 15132
 
To all: I was talking to a friend who gets Brinker's newsletter and he was saying that Bob recommends 60% to be in cash. Is that accurate?



To: Ken Robbins who wrote (11415)1/24/2000 9:12:00 PM
From: Kirk ©  Read Replies (1) | Respond to of 15132
 
Does anyone have a list of Bob's calls going back 3 to 5 years? I would like to put these on a chart of the S&P and of course will share the result with the thread.

Just use his model portfolios back to their start date and compare the annualized returns to the S&P500 and the Wilshire5000. That is how he evaluates mutual funds on the radio so that would seem the best way to do it that would meet his standards. I am told Forbes did this in the present issue, but I have not read it.

regards
Kirk out



To: Ken Robbins who wrote (11415)1/25/2000 2:59:00 AM
From: mister topes  Respond to of 15132
 
1999 showed a 59% return for managed all equity model portfolio one and a 34% return for model portfolio two. These both beat the Wilshire 5000 very easily, as the index gained 24%. The 35% outperformance by model one should put that model portfolio well above the market in recent years. These portfolio were helped by the presence of many of the tech leaders in certain funds within the models.



To: Ken Robbins who wrote (11415)1/26/2000 12:48:00 AM
From: Kirk ©  Read Replies (1) | Respond to of 15132
 
Hulbert in Forbes

RE: Does anyone have a list of Bob's calls going back 3 to 5 years?

Here is the Forbes Article where Hulbert compares newsletters going back to 8/31/87

star.cde.ca.gov

The table here lists the annualized returns of the different letters.
forbes.com

Kirk out

PS I heard that Michael Murphy had a few bad years, but 0.2% annualized gain since 8/31/87 for $295 a year is an amazing marketing feat! Marketimer came in at 8.8%. The best, Dan Sullivan's Chartist, hit 15% annualized.