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

To: Kirk © who wrote (22343)	7/21/2006 2:47:27 PM
From: Math Junkie	Respond to of 42834

Apology accepted. I wish that Brinker would be more forthcoming on his record. The coverups seem so unnecessary when he is beating the market even with a maximum commitment to QQQQ included. You estimated that the impact was a 25% reduction in Portfolio 1, and I think your methodology is reasonable. The balance currently shown for that portfolio on Brinker's Web site is $232,716 on 6/30/2006, so that would be adjusted to 0.75 x $232,716 = $174,537. The last balance published before the QQQQ bulletin was $139,431 on 9/30/2000, so the total gain since then was 25.2%. During the same period, the adjusted SPY which includes dividends went from 131.44 to 127.28, for a loss for the period of 5.3%. If Brinker's Portfolio 1 had performed in line with the market, it would have gone down to $132,005. That means that Portfolio 1 with maximum QQQQ included outperformed the S&P 500 by 100% x($174,537/$132,005)-100% = 32.2%. References: suite101.com (Scroll down to "Effect of QQQ advice on Brinker's Model portfolios.") bobbrinker.com table.finance.yahoo.com table.finance.yahoo.com