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Wednesday, October 1, 2008

Bob Brinker's Portfolio Numbers

On Moneytalk last weekend, Bob Brinker told a caller that his Portfolio III was down "single digit" year-to-date. Brinker's P-3 is 50% stock and 50% bonds. The 50% bond-portion includes 20% GNMA's.

To get a more realistic analysis of how remaining 100% invested in this bear market has effected Brinker's performance, let's look at Portfolio I and II which are 100% equities. Brinker has posted his YTD performance on his website for September. Blogger Jeffchristie has run the numbers:


Blogger jeffchristie said...

The results are in at Bob Brinker .com.

As of 9/30/08

Portfolio 1 $224,888 down 20.7% YTD
Portfolio 2 $185,886 down 18.8% YTD
Portfolio 3 $188,530 down 11.7% YTD

End of last year

P1 $283,874
P2 $229,074
P3 $213.484


In order to get an even better understanding of the true effects of this bear market on Bob Brinker's Model Portfolios, let's compare the current portfolio balances with the October 2007 all-time-high balances:

  • Port1 ATH October 31, 2007: 302,561 -- P1 September 30, 2008: $224,888

  • Port2 ATH October 31, 2007: 241,994 -- P2 September 30, 2008: $185,886

  • Port3 (50% stock) ATH October 31, 2007: 219,263 -- P3 September 30, 2008: $188,530

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