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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (13628)	4/12/2001 10:51:06 PM
From: BigShoulders	Read Replies (5) \| Respond to of 42834

Kirk Re: Why not just put the portfolios into Quicken and see what happens if you do the QQQ? All this conjecture about how good or bad Brinker's recent calls have been made me curious too. I ran 3 variations of Brinker's portfolio 1 for comparison Brinker describes Portfolio 1, as...aggressive growth....investors seeking max returns ... high risk and volatility.... Portfolio 1 - 100% in stocks. This portfolio assumes all the stocks in Brinker's portfolio 1 prior to January 2000 were held until today. All dividends reinvested. Portfolio 1A - Brinker's new portfolio 1 from January 2000 newsletter after raising cash reserves now 40% stock, 60 cash; raised 5% additional cash 8/5/00 now 35% stock and 65% cash; then on 10/12/00, half of cash put into QQQ's for "Counter Trend Rally 2" (maximum of 30% to 50% range recommended by Brinker for aggressive investors). Dividends reinvested. Cash in Vanguard Prime Reserve MMF. Portfolio 1B - same as 1A except no investment in QQQ for CTR2 Results as of 4/12/01 based on a start date of 1/5/00 Port 1 -26.5% Port 1A -18.9% Port 1B -3.5% NASDAQ Comp - 49.4% S&P 500 - 15.6% I haven't done Brinker's portfolio 2 or 3. Would be interesting to see how these have done. Best of luck. BS