Bob Brinker Fan Club (home Page)
by Kirk
The tables below show Bob Brinker's portfolio returns with and withouth his QQQ advice applied.
I recommend my newsletter "explore" portfolio as an ALTERNATIVE to the QQQQs that Bob Brinker recommends for his three model portfolios. I am not a big fan of market timing, but the data below shows followers of Bob Brinker would TURBO CHARGE their returns had they replaced his recommended QQQQ exchange traded fund with the securities in my newsletter portfolio. NEW Bob Brinker Fan Club Web Site & Blog
2/21/08 Update:
- Since
October 15, 2000 when Bob Brinker recommended QQQQ to his investors for up to
half their cash reserves, my newsletter explore portfolio is up 43.6%
while his QQQQ is down 45.9%!!
- $100,000
turned to $143,600 in my explore portfolio over that period while
$100,000 following Brinker's advice (to this day he has the fund as a
hold) turned into $56,400.
- You can see why I recommended and continue to recommend my Explore Portfolio over Bob's QQQQ.
- For more details, read Effect of QQQ advice on Bob Brinker's reported results
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| Total
Return Data through 12/31/05 (Since date shown) |
1
Year (12/31/04) |
3
Years (12/31/02) |
5
Years (12/31/00) |
7
Years (12/31/98) |
Annualized Return 7 yrs |
| Brinker Portfolio #1 (with QQQ advice) |
6.4% |
70.3% | 37.2% | 94.7% | 10.0% |
| Brinker Portfolio #2 (with QQQ advice) | 5.9% |
71.2% | 45.8% | 81.8% | 8.9% |
| Brinker Portfolio #3 (with QQQ advice) | 5.3% |
42.0% | 42.2% | 60.4% | 7.0% |
| Kirk's
Newsletter Explore Portfolio |
13.2% |
91.6% | 53.0% | 193.9% | 16.6% |
| Nasdaq
(^IXIC) |
1.4% |
65.1% |
(-10.7%) |
0.6% |
0.1% |
| QQQQ |
1.2% |
65.8% |
(-30.8%) | N/A |
0.1% |
| S&P500
|
4.8% |
48.2% |
1.8% | 12.0% |
1.6% |
| Warren
Buffett (BRKA) |
(-0.7%) | 21.8% |
24.8% |
26.6% |
3.4% |
| Vangaurd Prime Money Market Fund |
3.0% |
5.1% |
11.3% |
24.2% |
3.1% |
This means I have beaten the pants off the Nasdaq while taking less risk than owning QQQQ!
Bob Brinker reports his portfolio numbers as if he never gave his QQQQ advice sent by US mail to subscribers in October 2000. My table above calculates what his model portfolio returns would have been if the QQQ advice was applied with 50% of cash reserves to P1, 30% of cash reserves to P2 and 20% of cash reserves to P3. Then when he went to fully invested in 2003, the percentages in QQQQ were adjusted to the new recommended amounts.
As a small newsletter writer, I am greatly upset that a nationally recognized newsletter writer can get away with this "off the books accounting." I was a huge fan of Bob Brinker until I found he has many "off the books" recommendations that don't work out well then vanish. His recommendation for up to 5% of his newsletter portfolio into the Business to Business internet fund called TEFQX in early 2000 is another example. (TEFQX Details)
So, these days I remain a fan of the "Moneytalk" radio show but I am not a fan of Bob Brinker's accounting practices.
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What about Bob Brinker & QQQQ?
NBR 1999 07/23 Appearance What about Bob Brinker & QQQQ? October 16, 2000 subscribers got a special bulletin advising them to "Act Immediately" and buy QQQ in anticipation of a 2 to 4 months "counter trend rally" for a 20% or more gain with 20 to 50% of cash reserves. Callers to the office were told "Bob is comfortable with QQQ at $86." The results were a disaster but the advice is not reflected in Bob's official record. Follow the link for the full story. Bob Brinker Fan Club Web Site & Blog |
Money Talk, Moneytalk, Best Market timer Newsletter, Order Bob Brinker's Marketimer Newsletter
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