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

To: Skeeter Bug who wrote (13886)	4/20/2001 2:52:45 AM
From: lifeisgood	Read Replies (1) \| Respond to of 42834

I really think that BB and his timing model have been whipsawed by the market. His MOABO turned from next near and maybe later to maybe next month. His CTR turned from two to four months to two to four quarters. The market always whipsaws amateurs and this really makes BB look like one. best... LIG

To: Skeeter Bug who wrote (13886)	4/20/2001 1:06:15 PM
From: BigShoulders	Read Replies (1) \| Respond to of 42834

Skeeter: Re: i don't think it is either reasonable nor rational to reach those conclusions based on bob's own words. I respect your opinion, but we will continue to disagree about these details. I think we can agree that the QQQ CTR 2 call was a major mistake for Brinker. Best wishes BS

To: Skeeter Bug who wrote (13886)	4/20/2001 9:37:52 PM
From: BigShoulders	Read Replies (1) \| Respond to of 42834

Updated performance of Brinker's model portfolios since he moved from 100% equities to 60% equities in January 2000, as reported by Brinker (without including the CTR2 QQQ trade) and as not reported by Brinker (with the QQQ trade included). Results as of 4/20/01 based on a start date of 1/5/00 Brinker's Aggressive Model Portfolio Port 1B -2.2% (as reported by Brinker, without QQQ trade) Port 1A -14.7% (with QQQ trade included) Port 1 -22.9% (hypothetical had Brinker made no changes from Jan 2000 and stayed 100% in equity) Brinker's Growth Model Portfolio port 2B -1.2% (as reported by Brinker, without QQQ trade) Port 2A -9.3% (with QQQ trade included) Port 2 -16.9% (hypothetical had Brinker made no changes from Jan 2000 and stayed 100% in equity) NASDAQ Comp -44.2% S&P 500 -11.3% Best wishes BS Disclaimer: Information is believed to be accurate and formulas are probably correct. In other words use these numbers at your own risk or check them yourself<g> Portfoio 1 - Aggressive. Provided for comparison to 1A and 1B. Hypothetical performance if Brinker made no changes. 100% in equities. Portfolio 1A - Moved 60% to cash, 1//5/00; 65% cash 8/2/00; half of cash to QQQ on 10/12/00 (CTR 2) Portfolio 1B - As reported by Brinker. Same as 1A but excludes effect of CTR 2. Portfolio 2 - Growth 3 cases are similar as for portfolio 1 except case 2A, 30% of available cash to QQQ on 10/12/00 (CTR 2)