What I have done below is process Mark Hulbert's return data for Brinker and the Wilshire5000. Starting with Mark's raw data, I used Excel to show how $1,000 would grow if invested in both portfolios. Finally, I corrected the result (2002Q) for Brinker's QQQ advice so we can see the results on the totals.
Conclusion: $1,000 invested in the Wilshire5000 between 1986 and 2002 grew 25.4% more than if it was invested as Brinker recommended when you include his QQQ advice.
Year Brinker Wilshire5000 Difference
Return Return $ %
.
1982 N/A 18.7%
1983 N/A 23.5%
1984 N/A 3.0%
1985 N/A 32.6%
1986 N/A $1,000 16.1% $1,000 $ 0 0.0%
1987 -3.3% $ 967 2.3% $1,023 -$ 56 -5.5%
1988 10.2% $1,066 17.9% $1,206 -$140 -11.6%
1989 15.2% $1,228 29.2% $1,558 -$331 -21.2%
1990 -4.4% $1,174 -6.2% $1,462 -$288 -19.7%
1991 31.7% $1,546 34.2% $1,962 -$416 -21.2%
1992 6.1% $1,640 9.0% $2,138 -$498 -23.3%
1993 23.4% $2,024 11.3% $2,380 -$356 -15.0%
1994 -4.4% $1,935 0.0% $2,379 -$445 -18.7%
1995 22.0% $2,360 36.5% $3,248 -$888 -27.3%
1996 14.8% $2,710 21.2% $3,937 -$1,227 -31.2%
1997 15.2% $3,121 31.3% $5,169 -$2,047 -39.6%
1998 14.1% $3,561 23.4% $6,378 -$2,817 -44.2% Max Diff.
1999 28.5% $4,577 23.5% $7,877 -$3,301 -41.9%
2000 1.5% $4,645 -10.9% $7,019 -$2,373 -33.8%
2001 -2.0% $4,552 -11.0% $6,246 -$1,694 -27.1%
2002 -2.9% $4,420 -20.9% $4,941 -$521 -10.5%
2002Q -16.7% $3,684 0.0% $4,941 -$1,257 -25.4% QQQ Adj.
2003QE 29.9% $4,785 25.9% $6,221 -$1,436 -23.1%
Bold Font means "QQQ tainted"
+"QQQ Adj." means the performance hit for following Brinker's QQQ advice was applied.
home.netcom.com
The first step to doing better than Brinker on your own is to become familiar with the portfolio strategies discussed in Paul Farrell's "The Lazy Person's Guide to Investing"
Book URL: amazon.com
For less than $15 you can learn to beat a guy charging $185 a year. |
