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

To: Kirk © who wrote (33855)	10/17/2007 4:11:49 AM
From: Math Junkie	Read Replies (1) \| Respond to of 42834

"Sure if you have newsletters where he raised cash, said to wait for instructions to use that cash then gave specific percentages for that cash to buy those like he did with the QQQQ, then I think it would be a good idea. Let me know how I can help. You'll have to provide the newsletters that had him raising cash. I have him as fully invested between Jan 1991 and Jan 2000 so he didn't have any cash to buy those with his model portfolios.... but maybe you have other data" I haven't noticed you ever using that argument as a reason to ignore his UTEK, ONTK, or STII recommendations. In the REAL WORLD, subscribers who followed recommendations that were not in his model portfolios had to make their own decisions about whether and what to sell to raise the cash to take advantage of them. If you're going to take him so literally that you ignore every recommendation for which he didn't tell subscribers where to get the cash to buy it, then you should be consistent and take him literally when he wrote in November of 2000 that the model portfolios didn't have any QQQQ in them. That would mean that the only QQQQ losses one could objectively attribute to his model portfolios would be the relatively minor losses resulting from buying when the bulletin was received, and selling when the November Marketimer was received. The point of my calculation is not to say that it is the correct way for P1 results to be reported. It is merely a way of estimating the effect that a worst-case commitment to QQQQ could have had on a aggressive growth portfolio. His model portfolios are convenient for that purpose because they solve the otherwise time-consuming problem of calculating compounded dividends and interest.