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

To: Chris J. Horne who wrote (13765)	4/14/2001 2:53:17 PM
From: geode00	Read Replies (2) \| Respond to of 42834

Where in the world are you getting these numbers from? Are you using his portfolio allocations or are you using your own? Try using the 60% down (at 33) and add that into your Portfolio 1A. That would make it down 25%. Are you attempting to prove that Bob's advice isn't the absolutely worst out there? Want to add in the TEFQX? You could always add the big trips (since last year) for LU and MSFT. I'm not sure what the other stock picks were. Then, why not compare them to the effect of going to cash AS HE SAID HE WOULD if and when he saw a vicious bear coming. Let's use HIS own words shall we?

To: Chris J. Horne who wrote (13765)	4/14/2001 3:22:12 PM
From: BigShoulders	Read Replies (1) \| Respond to of 42834

Chris Re: Very interesting! Do you mean stocks, funds, or a mix? Could you please mention what is in Portfolio 1? Portfolio 1, 2 & 3 are "Marketimer No-load Mutual Fund Model Portfolios. The Marketimer no-load model portfolios are designed to provide investors seeking aggressive, growth and balanced objectives with a strategic approach to investing in no load funds." Portfolio 1 is aggressive, portfolio 2 is growth and portfolio 3 is balanced. Brinker tracks these model portfolios back to 1-1-88 for 1&2 and 3-1-90 for portfolio 3. The mutual funds that make up each portfolio have changed over the years. Until January 2000, portfolio 1 was 75% US growth (Janus Olympus, Strong Growth, Baron Small Cap, TIAA/CREF Growth Equity) and 25 % international growth (Price European, Montgomery International, and Vanguard International Growth). Best wishes BS