Bob Brinker's 9-Month Model Portfolio Performance

Posted October 2, 2009...Bob Brinker has posted his 9-month performance record on Bob Brinker's Land of Critical Mass website.

Would you trust a financial advisor who did not post 1-year numbers in a mega-bear market that he remained fully invested in, who then posted 6-month and 9-month returns during a meteoric rise in the stock market? Well, that is precisely what Bob Brinker has done.

You will not find his 2008 numbers on his website, but you will find his 9-month returns. However, I have the documented numbers:

Bob Brinker's 2008 returns as of 12-31-08:

Model Portfolio I = down 39.7%
Model Portfolio II = down 37.4%
Model Portfolio III ("balanced") = down 23.9%
Total Market Index = down 37

Performance YTD through 9/30/2009:

Portfolio I: + 27.5%
Portfolio II: + 27.1%
Portfolio III: + 17.4% (balanced)
S&P 500 Index: + 19.3% (VFINX)

Please don't be snagged like the poor little fish in the picture below. Brinker's "market-timing" has been a total DISASTER over the past few years. Take a look at these numbers that put those YTD gains in perspective.

Here are the values of Brinker's model portfolios at the market high in October 2007:

Model Portfolio I = $302,561
Model Portfolio II = $241,099
Model Portfolio III (balanced) = $219,263

Here are the values of Brinker's model portfolios as of September 30, 2009:

Model Portfolio I = $218,202
Model Portfolio II = $182,150
Model Portfolio III (balanced) = $190,844

The stock market bottomed on March 9, 2009. Bob Brinker did not report his 3-month returns in March, 2009. He first began reporting quarterly year-to-date returns in June 2009 -- after the market began to have gains.

Dixiegeezer took this great picture:


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