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Strategies & Market Trends : Bob Brinker, Moneytalk and Marketimer -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (1166)	9/24/2007 3:35:14 PM
From: Math Junkie	Read Replies (1) \| Respond to of 2121

"He restarted his portfolios in 1988 after under performing in 1986 and 1987 so Hulbert accounts for that but I have not adjusted Brinker's P1 results for it." I know why he underperformed the market in 1988 to 1990, since he was not fully invested during a period of generally rising prices, but what is the source of the underperformance in 1986 - 1987? I would have expected him to have performed roughly in line with the market during that period, since he was fully invested. Or is this another case of Hulbert comparing portfolios that include bond funds to an equity index?