Bob Brinker Data

[Math Junkie]

Marketimer Model Portfolio Performance in Recent Years:

10 years ended 6-30-04 for all Model Portfolios:
Portfolio I: 367%
Portfolio II: 278%
Portfolio III: 166% (balanced portfolio with 50% fixed-income position)
versus Wilshire 5000: 195% (VTSMX)

5 years ended 6-30-04 for all Model Portfolios:
Portfolio I: 98%
Portfolio II: 64%
Portfolio III: 47% (balanced portfolio with 50% fixed-income position)
Active/Passive: 53% (this portfolio started March 1997)
versus Wilshire 5000: (5%) (VTSMX)

3 years ended 6-30-04 for all Model Portfolios:
Portfolio I: 46%
Portfolio II: 43%
Portfolio III: 32% (balanced portfolio with 50% fixed-income position)
Active/Passive: 36%
versus Wilshire 5000: 2% (VTSMX)

1 year ended 6-30-04 for all Model Portfolios:
Portfolio I: 23.8%
Portfolio II: 23.1%
Portfolio III: 13.4% (balanced portfolio with 50% fixed-income position)
Active/Passive: 21.7%
versus Wilshire 5000: 20.7% (VTSMX)

Source: http://www.bobbrinker.com/portfolio.asp

NOTE: None of the above accounts for the Oct. 2000 QQQ buy recommendation. A member of Silicon Investor posted what Portfolio I would have done since Jan. 2000 with that included:

Performance of BB portfolio 1 (aggressive), from 1/5/00 to 7/2/04 and with the QQQ trade included, relative to two relevant benchmarks:
BB Portfolio 1 +2.2%
NASDAQ Composite -48.3%
Vanguard Growth Index -32.4%

Source: http://www.siliconinvestor.com/stocktalk/msg.gsp?msgid=20277483

The author states that he obtained the above numbers by tracking P1 on a weekly basis with and without the QQQ trade for 4 years.

http://www.siliconinvestor.com/stocktalk/msg.gsp?msgid=20278161