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


To: Chuck Schmeling who wrote (2818)1/15/1998 2:17:00 PM
From: sea_biscuit  Read Replies (1) | Respond to of 42834
 
I don't know about you, but +25% per year over the last 10 years sounds pretty good to me.

Huh???? What kind of math is that? The correct compounding rates are about 13.5%, 14% and 7.9% respectively for the three portfolios. If you really get +25% annualized rates, you are in Warren Buffett territory.

Dipy.



To: Chuck Schmeling who wrote (2818)1/15/1998 2:21:00 PM
From: Kirk ©  Read Replies (2) | Respond to of 42834
 

I'm not sure how Forbes calculates their numbers, but according to Bob's newsletter, Portfolio I has done +251.6%, Portfolio II, +268.7%, and Portfolio III has done +113.1%, total return since 1-1-88.


Chuck, they are talking Compounded Return.

I just plugged in these numbers into my HP 100LX

N=10
PV=$-10,000
FV=$35,610

and I get 13.4%

I've been tracking Bob's portfolios that past few yrs and they do
pw2.netcom.com
(this is a bit out of date, but has the right performance numbers for 1994 thru 1996)

I don't have data for Marketimer further back than that.
Also, 1997 showed about 15% for his 3 portfolios and the active/passive is new and I haven't started charting it yet.

I think a high percentage of foreign that has lagged brings his overall total down.

regards
Kirk out
suite101.com