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

To: kahunabear who wrote (5287)	5/31/1998 2:15:00 AM
From: Skeeter Bug	Respond to of 42834

whip, very interesting. that is very poor relative performance. i'd be curious what this includes - mutual funds and individual stocks? in any case, i also agree that da brink has been very lucky with his specific price targets to get in the market - as so many who have come before him. that luck will end. however, i don't believe bob's value is as a market timer. i think he has done a good job calling this market to date. however, since i believe we are in an irrational manic bubble market i don't know that calling this market is a positive. does it make one irrational ;-) i believe we have seen the top already. it is flat (best case) to down from here, imho. i've hedged my longs with puts on mu, amzn and cmb expiring in oct or later.

To: kahunabear who wrote (5287)	5/31/1998 10:06:00 AM
From: Kirk ©	Respond to of 42834

WS Could this all be settled with Mark Hulbert's ratings on Bob Brinker's newsletter ? I don't know if it is any help, but I found this old post: www2.techstocks.com ================================================================ WS, I remember that discussion well. This was comparing Brinkers fixed Income portfolio (note the relative sharp ratio of 0.5) This Vanguard Link shows the 10 yr return for the GNMA fund and the ST Fed Fund of 9.00 and 7.31% respectively. This averages to 8.16% which is just under the fixed portfolio's return. vanguard.com I have a copy of Hulbert's rankings for Dec '97 and it shows the following in Column #1 (I can't read all the columns as one of my readers at Suite101.com sent this to me in the mail and it is a poor quality thermal copy - I may be comparing apples and oranges but I think I have the periods close within a few months): Hulbert Dec. '97 Kirk's Calculations Agressive Growth: 14.7% 13.9% LT Growth: 16.4% 14.3% Balanced: 14.1% 11.7% Fixed Income 8.2% 8.16% Note: Kirk's Calculations were taking the figures reported in the newsletter and putting them into the time value of money calculation thru Feb. 1998. I originally posted these here and Don Lane corrected a minor error which is now represented in the above numbers. best regards Kirk out PS More on the Sharpe Ratio at suite101.com PSS Here is my original post as MrCash exchange2000.com