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


To: sea_biscuit who wrote (1750)10/21/1997 8:26:00 PM
From: Boca_PETE  Read Replies (1) | Respond to of 42834
 
Dipy:

I agree the $200 cost of a newsletter just to get asset allocation %'s is not worth it. However, Marketimer provides much more. There's BB's monthly analysis of the components of his timing model; BB's recommended mutual funds, model portfolios, and individual stocks; and most important, there's the comfort of knowing you'll receive a BB action alert if BB issues a "sell" signal between issues. Especially for people who work full time at jobs outside the investment world, being a subscriber can help one select and monitor a high quality diversified mutual fund portfolio. On the other hand, a sophisticated full time investor might not benefit enough to warrant the cost. Different strokes for different folks. I assure you I am not related to BB and receive no benefit from telling you all of this.

P



To: sea_biscuit who wrote (1750)10/21/1997 8:44:00 PM
From: marc ultra  Read Replies (2) | Respond to of 42834
 
Your asset allocation has nothing to do with long term timing and if Bob's model was to correctly call a severe bear market everything you mentioned will lose heavily with the possible exception of your bonds if the bear market is caused by a severe recession/depression. The model has not only correctly stayed bullish for the past 7 years but has accurately called multiple buying opportunities on pullbacks, well worth the cost of the newsletter and spending my weekends listening to the show instead of other activities. The only time I got hurt is when I went against his advice one time



To: sea_biscuit who wrote (1750)10/21/1997 9:12:00 PM
From: Boca_PETE  Read Replies (2) | Respond to of 42834
 
Dipy,
I agree that $200 for a newsletter that only gives you asset allocation %'s is not worth it. However, Marketimer has much more. There's BB's monthly review of the components of his timing model,: there's BB's recommended mutual fund list, model portfolios, and individual stock recommendations: there's BB's occasional review of bear market root causes; and most importantly, there's the comfort of knowing you'll receive an action alert between issues if BB issues a "sell" signal, One who works full time at a non-ivestment world job could find the newletter very helpful in selecting and monitoring a diversified high quality mutual fund portfolio, and helpful in learning about investments. On the other hand, a sophisticated full time investor might not find the cost worth the benefit. Different strokes for different folks. By the way, I'm not related to BB and receive no benefit from telling you all of this.

With a 40% weighting in international, have your funds been significantly impacted by the currnecy crisis in Asia ?