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


To: Honey_Bee who wrote (1686)10/22/2007 10:19:20 AM
From: Kirk ©Respond to of 2121
 
I believe he had a call in Feb or March of 2000 that asked about his portfolios underperforming the markets. He said he was not bearish but risk averse. He said that with the B2B fund he recommended in the Feb letter, anyone who bought the fund was matching market returns with far less risk.

That showed me much of the off the books stuff gives him the ability to hedge. Gives him something to be right about. It also gives him the ability to advertise whatever "the fish are biting."

Remember those mutual funds he recommended people buy in April 2000 for their IRAs just before the April 15 deadline? Check out where they are today...



To: Honey_Bee who wrote (1686)10/25/2007 10:54:53 PM
From: Math JunkieRead Replies (1) | Respond to of 2121
 
Math Junkie said: "How was it possible to follow a model portfolio without selling QQQ after receiving the Nov. 2000 Marketimer?
.
Yo, Math....It isn't possible!


OK, now we're getting somewhere. So now we're in agreement that the only way to follow a model portfolio after that was to sell any QQQ that had been purchased. No "decoder ring," just simple logic. Very good!