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

To: TREND1 who wrote (34245)	1/26/2008 7:58:44 PM
From: Kirk ©	Respond to of 42834

Have you ever heard me bash Gold as an investment on the radio? The great market timer has been pissing on gold bugs for years and they were 100% right. Brinker was 100% wrong about gold as an investment. Rather than Gold, my inflation hedge was to buy the best real estate I could in 1994 when the bay area real estate market was down significantly. I remember the great market timer said that year to a caller that real estate would only keep up with 3% inflation... he could not have been more wrong. I saw what the government was doing to fake the inflation data for the CPI so I invested to take advantage of it. I'd rather own more land and house than I need than gold, but either would have been great investments. BUT SINCE YOU ASKED In my newsletter, I recommended REITs in 2001 rather than gold since you had to pay to store gold and REITs pay dividends. REITs have done beautifully. They are down a bit from the peak but since I recommended them in early 2001, $100,000 invested in the fund I recommend in my "core portfolio" would have turned into $236,000 and that is after a ton of profit taking since I rebalanced each year they were ahead.

To: TREND1 who wrote (34245)	1/26/2008 8:02:41 PM
From: Kirk ©	Read Replies (1) \| Respond to of 42834

So how does your family feel about following Brinker's P3? If you told them to follow that portfolio, it was 65% in equities as of Jan 1, 2007. It has seen far more "downside volatility" than anyone in retirement should expect for the amount the market is down. Most responsible people recommend retired folks stay close to 50:50 by rebalancing. If they rebalanced, then they would be under weight equities now and have money to shift back into equities...

To: TREND1 who wrote (34245)	1/26/2008 8:18:02 PM
From: Kirk ©	Read Replies (3) \| Respond to of 42834

If I recall, the ONLY thing Brinker recommended buying in his January and February 2001 newsletters was QQQ... around $60 if I recall. It is now $43.99. The new asset class I added to my newsletter in Jan or Feb 2001 was REITs via Vangaurd. This link personal.vanguard.com shows the fund I recommended as a NEW ASSET CLASS for my newsletter in 2001 is up nearly 3x while Bob's QQQ is still down significantly.. Yes, I know it is the whole portfolio that matters, but you were the one who attacked me and my record so it seems fair to compare what I was recommending in Jan/Feb 2001 to what Brinker was recommending as a "new investment." Any questions about which one has done better?