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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 (2819)	1/16/1998 12:58:00 AM
From: mister topes	Read Replies (1) \| Respond to of 42834

Your calculation for Model III is totally wrong. The compound annual rate of return for Model III since inception 3-01-90 to the present is 11.2% per annum. And remember, this conservative portfolio has a current beta of only 0.43 and invests only 50% of assets in the stock market with the other 50% invested in the bond market. So with only one-half exposure to the stock market this portfolio has compounded at 11.2% for the past eight years since inception. Looks like pretty good stuff to me. During this time original $40,000 investment has grown to $93,321 according to the January 9 Marketimer. And all of this has happened with a very low overall risk exposure.