Bob Brinker's Marketimer

  Wednesday May 14, 2008

Next Marketimer © Mailing Date: May 6th


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Long-Term Marketimer © Model Portfolio Performance

Portfolio
Dollar Value
on 4/30/2008
Percent
Increase
Portfolio I
($20,000 value on 1-1-88)
$267,456 1,237%
Portfolio II
($20,000 value on 1-1-88)
$218,655 993%
Portfolio III
($40,000 value on 3-1-90)
(this portfolio has a 50% fixed-income allocation)
$209,509 424%

Performance in Recent Years

20 years ended 12-31-2007 for all Model Portfolios:
Portfolio I: 1,319%
Portfolio II: 1,045%
S&P 500 Index: 798% (VFINX)

10 years ended 12-31-2007 for all Model Portfolios:
Portfolio I: 304%
Portfolio II: 211%
Portfolio III: 129% (balanced portfolio with 50% fixed-income position)
Active/Passive: 189%
Total Stock Market Index: 83% (VTSMX)
S&P 500 Index: 76% (VFINX)

5 years ended 12-31-2007 for all Model Portfolios:
Portfolio I: 122%
Portfolio II: 118%
Portfolio III: 72% (balanced portfolio with 50% fixed-income position)
Active/Passive: 110%
Total Stock Market Index: 91% (VTSMX)
S&P 500 Index: 81% (VFINX)

3 years ended 12-31-2007 for all Model Portfolios:
Portfolio I: 35%
Portfolio II: 33%
Portfolio III: 26% (balanced portfolio with 50% fixed-income position)
Active/Passive: 33%
Total Stock Market Index: 29% (VTSMX)
S&P 500 Index: 28% (VFINX)

1 year ended 12-31-2007 for all Model Portfolios:
Portfolio I: 9.2%
Portfolio II: 9%
Portfolio III: 7.9% (balanced portfolio with 50% fixed-income position)
Active/Passive: 6.5%
Total Stock Market Index: 5.5% (VTSMX)
S&P 500 Index: 5.4% (VFINX)


Marketimer © Reviews

Timer Digest named Bob Brinker's Marketimer © as the number one stock market timing investment letter for the ten-year period through December 31, 2006 with a total return of 167% versus 130% for the Standard and Poor's 500 Index.

Hulbert Financial Digest ranks Bob Brinker's Marketimer © number one for stock market timing for the five-year period through January 31, 2007. The Marketimer © stock market timing model applied to the Wilshire 5000 total stock market index has generated a compound annual rate of return of 13.2% for the past five years, versus 8.3% for the total stock market index.


Marketimer © Portfolio Long-Term Objectives

The Marketimer © no-load model portfolios are designed to provide investors seeking aggressive, growth and balanced objectives with a strategic approach to investing in no-load funds.

Portfolio I is designed for investors with aggressive growth investment objectives. Such investors seek maximum returns and are willing and able to accept high levels of risk and volatility. Current income is not a factor in this portfolio.

Portfolio II is designed for investors with long-term growth objectives. Such investors seek to enhance the value of their capital over time. They are willing to assume a reasonable level of diversified market risk. Current income is not an important factor for such investors.

Portfolio III is designed as a balanced portfolio for current investment income along with capital preservation and modest growth. The portfolio is allocated evenly between equities and fixed-income securities. This portfolio is best suited to investors nearing or already enjoying a retirement lifestyle.

Active/Passive Portfolio follows the long-term asset allocation guidelines of the Bob Brinker timing model ©, and invests USA equity allocations in the Vanguard Total Stock Market Index (VTSMX) which follows the Wilshire 5000 Index. The portfolio offers broad diversification, minimization of annual expenses, a very high level of tax efficiency for taxable investment accounts, and overall simplicity.

All model portfolios follow the Bob Brinker Stock Market Timing Model ©