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

To: MrCash who wrote (3913)3/8/1998 10:50:00 AM
From: MrCash  Respond to of 42834
 
Oops...Sorry Bob. I shortchanged your results in my last post.

It is only 8 yrs in the formula, not 10! Here are the latest calculations reposted from suite101.com

Here are Bob's good numbers for his three portfolio's as of 3-1-98:

Portfolio #1 13.9% Since 1-1-88
Portfolio #2 14.3% Since 1-1-88
Portfolio #3 11.7% Since 3-1-90

Interesting that Bob's Portfolio #3 has 84% the return of Portfolio #1 and less than half the risk (Beta).

This is just what Bob has been saying and is a message I should start heading with the lofty market valuation. (Maybe if I keep telling myself, I'll do something about it -> give up my 20% or higher returns from a nondiversified technology stock portfolio for more safety).



To: MrCash who wrote (3913)3/8/1998 8:29:00 PM
From: mister topes  Read Replies (1) | Respond to of 42834
 
Model Portfolio has grown from $40,000 to $96,000
from 3-01-90 to 3-01-98. That is a period of eight
years, not ten years. That lifts the compound annual
growth rate to about 11.5% for the eight years.

Amazing for a balanced portfolio which is 50% in
high grade bonds and 50% in the stock market.

Current beta on this portfolio is a very very low 0.43.


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