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


To: marc ultra who wrote (1752)10/21/1997 9:05:00 PM
From: sea_biscuit  Read Replies (1) | Respond to of 42834
 
RE: 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.

I agree with that. I would go through the bear-market since I don't believe in market-timing anyway! In fact, I would prefer to do it that way since I feel that if I got out, I wouldn't know when to get back in (assuming that the timing of my exit was perfect or near perfect, in the first place).

However, those who swear by Brinker cannot explain why they were not told to get out of the market in August/September 1987 and get back in during November/December of that year. Had they been advised to do that, they would be 25 to 30% richer than what they are today! The fact that the overall market rose some 5% or so that year is no excuse for someone who says he has a model to time the market.

Dipy.




To: marc ultra who wrote (1752)10/21/1997 9:08:00 PM
From: Investor2  Read Replies (2) | Respond to of 42834
 
RE: "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."

Are you convinced that the international portion of a portfolio will go down with the U.S. market in the next bear market? If so, why?

Best wishes,

I2