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Replies to #216 on Bob Brinker Data
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Kirk

10/07/07 7:57 PM

#218 RE: Math Junkie #216

Kirk estimated the effect of the maximum recommended QQQQ allocation for October 2000 to March 11, 2003 to be about a 25% reduction in Portfolio I, and his numbers look reasonable to me.

That estimate has been revised upward to 29.5%. I was far too conservative. See http://bobbrinkerfanclub.blogspot.com/2007/09/affect-of-bob-brinkers-qqqq-advice-on.html
for the full details.