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Monday, February 4, 2008

Brinker's Portfolio Results YTD

"Kirk Lindstrom posted the following on his Facebook Bob Brinker Discussion Forum:
.
"January Indicator.

I sure hope Brinker's results for January are not an indication of how the year will go.

Get someone to check my math before reposting this data, but here is my preliminary analysis for 200(8) YTD

Brinker's P1 down 7.3% YTD

Brinker's P2 down 6.7% YTD

Brinker's P3 down 3.2% YTDW

5000 Down 5.3% YTD

Total Bond UP 1.79% YTD

50:50 Total Bond - W5000 down 1.8%So P3 is trailing its benchmark due to not rebalancing.

The QQQs that helped Brinker's P1 and P2 last year are hurting them this year. Thanks for the summary of "Moneytalk.""
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Jeffchristie replied:

"I only track Brinkers portfolio 1. I got the same number YTD.

I also calculated his return from 31 December 2006 and it is up a meager 1.25% for the last 13 months."

February 5, 2008 6:45 AM

3 comments:

jeffchristie said...

I only track Brinkers portfolio 1. I got the same number YTD. I also calculated his return from 31 December 2006 and it is up a meager 1.25% for the last 13 months.

jumpnjoey said...

My low interest bank savings account beat 1.25% for the last 13 months.

StevieD said...

Those who can't withstand a temporary 10-20% decline in the market should not invest in stocks. Market was down 15% at its low on January 22. This current test of that low has not yet broken through that floor.

Please sell if you wish, I'll be glad to buy at sale prices.