tag:blogger.com,1999:blog-8139098689654887986.post7066747007194753339..comments2008-02-15T16:23:05.549-08:00Comments on Archive Honey's Bob Brinker Beehive Buzz Archive: Bob Brinker's Market TimingKirk Lindstromhttp://www.blogger.com/profile/08907286927383718834noreply@blogger.comBlogger11125tag:blogger.com,1999:blog-8139098689654887986.post-21383287915912572322007-11-09T07:10:00.000-08:002007-11-09T07:10:00.000-08:00Hi thoughtsofagenius,I know that you are absolutel...Hi thoughtsofagenius,<BR/><BR/>I know that you are absolutely right about companies wanting to get all the bad news out there all at one time. A family member is involved in financial accounting department of a major Silicon Valley corporation. <BR/><BR/>I agree with everything you said about Bob Brinker and his newsletter. <BR/><BR/>You asked: <I>"Remember Ultratech, another fiasco."</I><BR/>.<Honeybeehttps://www.blogger.com/profile/17875564144642430272noreply@blogger.comtag:blogger.com,1999:blog-8139098689654887986.post-3624043249347917622007-11-08T09:10:00.000-08:002007-11-08T09:10:00.000-08:00I thought I would post this link from the Economis...I thought I would post this link from the Economist on the credit crunch. Quite enlightening <BR/>http://www.economist.com/finance/displaystory.cfm?story_id=10064677<BR/><BR/>I thought I would add a side note as an Accounting manager. When crisis' occur like this (ie: the subprime debacle), Companies will tend to overreserve. The reason - they understand that investors are expecting losses, soMarkhttps://www.blogger.com/profile/04232302045817683532noreply@blogger.comtag:blogger.com,1999:blog-8139098689654887986.post-27162594751146345212007-11-07T09:51:00.000-08:002007-11-07T09:51:00.000-08:00Thanks Honey for your commentsI just use Bob Brink...Thanks Honey for your comments<BR/><BR/>I just use Bob Brinker as one of many pundits, and I hear what he has to say, but I don't pay as much attention as I used to.<BR/><BR/>I put some money in his QQQ call, but even then I considered it risky. Remember Ultratech, another fiasco. I did heed his call about pulling my money out before the dot-com crash, but that is what my boss would have calledMarkhttps://www.blogger.com/profile/04232302045817683532noreply@blogger.comtag:blogger.com,1999:blog-8139098689654887986.post-70137452526741116982007-11-06T07:41:00.000-08:002007-11-06T07:41:00.000-08:00"I do not currently subscribe to HFD. Are you sayi..."<I>I do not currently subscribe to HFD. Are you saying that Hulbert has now stopped adding the footnote about Brinker's QQQQ-trade?</I>"<BR/><BR/>As long as I can remember, Mark Hulbert ONLY gives that footnote in his twice per year "Long Term Performance Ratings" that he puts out in addition to his regular monthly newsletter. Footnote #9 is in this publication. <BR/><BR/>In Mark's monthly Kirk Lindstromhttps://www.blogger.com/profile/08907286927383718834noreply@blogger.comtag:blogger.com,1999:blog-8139098689654887986.post-52765983223146583642007-11-06T07:30:00.000-08:002007-11-06T07:30:00.000-08:00Hi appreciative reader,I do not currently subscrib...Hi appreciative reader,<BR/><BR/>I do not currently subscribe to HFD. Are you saying that Hulbert has now stopped adding the footnote about Brinker's QQQQ-trade?Honeybeehttps://www.blogger.com/profile/17875564144642430272noreply@blogger.comtag:blogger.com,1999:blog-8139098689654887986.post-50824443550985951242007-11-05T08:37:00.000-08:002007-11-05T08:37:00.000-08:00Anonymous said... "Rebalancing Premium" is a myth...<B>Anonymous</B> said... <I>"Rebalancing Premium" is a myth according to Bogle..</I><BR/><BR/>First you say the “rebalancing premium is a myth according to Bogle” then you post a quote where he says it is fine if your allocation to equities is up 5 or 10%, the amount I used in my example for when to do it.<BR/><BR/>What Bogle neglects to mention is rebalancing is a way to lower risk. If a 50:50Kirk Lindstromhttps://www.blogger.com/profile/08907286927383718834noreply@blogger.comtag:blogger.com,1999:blog-8139098689654887986.post-45709711634805315512007-11-05T08:12:00.000-08:002007-11-05T08:12:00.000-08:00I did not see that footnote in Mark Hulbert's late...I did not see that footnote in Mark Hulbert's latest Monthly newsletter.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-8139098689654887986.post-85446565023091669982007-11-05T08:11:00.000-08:002007-11-05T08:11:00.000-08:00"Rebalancing Premium" is a myth according to Bogle..."Rebalancing Premium" is a myth according to Bogle..<BR/><BR/>Bogle on Rebalancing<BR/><BR/>July 15th, 2007 · 2 Comments<BR/>A reader asked John Bogle if he should rebalance his portfolio to the original asset allocation when adding new money or divide the new money according to the original asset allocation even if his portfolio might be out of whack. Mr. Bogle offered a surprising answer:<BR/><Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-8139098689654887986.post-66601983161706009552007-11-05T07:32:00.000-08:002007-11-05T07:32:00.000-08:00Hi Smile_1,Thank you for your encouraging words. I...Hi Smile_1,<BR/><BR/>Thank you for your encouraging words. I always appreciate knowing that nice guys like you find value in reading what I post here. <BR/><BR/>Yes, Mark Hulbert does use a footnote on Brinker's performance reviews. <BR/><BR/>However, Bob Brinker does not mention that footnote when he cites HFD model portfolio performance ranking in his own advertising.<BR/><BR/> That looks to Honeybeehttps://www.blogger.com/profile/17875564144642430272noreply@blogger.comtag:blogger.com,1999:blog-8139098689654887986.post-28204210747326954702007-11-05T07:02:00.000-08:002007-11-05T07:02:00.000-08:00Thanks for the kind words smile_1.Here is a clicka...Thanks for the kind words smile_1.<BR/><BR/>Here is a clickable link<BR/><BR/><A HREF="http://bobbrinkerfanclub.blogspot.com/2007/09/affect-of-bob-brinkers-qqqq-advice-on.html" REL="nofollow">The impact of the QQQQ advice on Brinker's Reported Results</A><BR/><BR/>I like Brinker's great advice to avoid funds with high fees, which usually leads to index funds... and I like his timing model as a Kirk Lindstromhttps://www.blogger.com/profile/08907286927383718834noreply@blogger.comtag:blogger.com,1999:blog-8139098689654887986.post-19641541954907348632007-11-04T17:23:00.000-08:002007-11-04T17:23:00.000-08:00Good write-up Honey.Does Hulbert list Brinker's pe...Good write-up Honey.<BR/><BR/>Does Hulbert list Brinker's performance with an asterisk. If not, he should if his reviews are completely objective.<BR/><BR/>If Barry Bonds is given asterisks in people's minds so to should Brinker accept one. One is accused of taking performance enhancing drugs they other is enhancing performance by omitting part of his record - I see no difference if both are Anonymousnoreply@blogger.com