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

To: sat2000 who wrote (16576)	8/21/2002 4:26:26 PM
From: Math Junkie	Read Replies (1) \| Respond to of 42834

Steve, what you have described is people who deviated from the model portfolios. People who do that cannot expect to get the same results. Now as for the question of how to quantify the results for the period when it was not known whether QQQ was in the model portfolios or not, the approach that Brimelow describes for Hulbert seems about the best one can do. You are, however, mistaken in saying that QQQ was on hold in the November 2000 newsletter. (I just checked.) "Do you think IF QQQ had been at $100 when the November 2000 newsletter came out bob would have included it in all model portfolios? " Did Bob include MSFT or VOD in the model portfolios when they were flying high? Of course, those are individual stocks and QQQ is more like a mutual fund, so the ultimate answer is, know one knows.