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%Performance YTD through 9/30/2009:
Model Portfolio II = down 37.4%
Model Portfolio III ("balanced") = down 23.9%
Total Market Index = down 37
Portfolio I: + 27.5%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.
Portfolio II: + 27.1%
Portfolio III: + 17.4% (balanced)
S&P 500 Index: + 19.3% (VFINX)
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
Model Portfolio I = $218,202The 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.
Model Portfolio II = $182,150
Model Portfolio III (balanced) = $190,844
Dixiegeezer took this great picture: