| Portfolio | Dollar Value on 10/31/2008 | Percent Increase |
| Portfolio I ($20,000 value on 1-1-88) | $182,806 | 814% |
| Portfolio II ($20,000 value on 1-1-88) | $151,632 | 658% |
| Portfolio III ($40,000 value on 3-1-90) (this portfolio has a 50% fixed-income allocation) | $164,891 | 312% |
Brinker goes back to 1988 to track Portfolio I and II, and 1990 for Portfolio III. But as Princepro110 suggests, it's very likely that many started following the Portfolios in more recent years.
princepro110 said...
Honey,
Most of the "Brinkettes" did not start with Bob in 1988 with his 20K starting point. I would love to see a breakdown of a starting point in say January1:
1998
20002002
2004
2006
2008
I wonder what 20K starting in each portfolio in those years would be worth now? Good project for someone on the good ship Beehive!
Our analyst friend, Jeffchristie, did some research for us and came up with the numbers for subscribers who began following Brinker's Model Portfolio I in the past five years:
"On Brinker's website he starts with $20,000 invested in 1988. If a new person started following Brinker at the start of the year for the last five years here is what their results would be as of 31 Oct 2008 .
$20,000 invested 1 Jan 2004 is worth $19,762
$20,000 invested 1 Jan 2005 is worth $17,419
$20,000 invested 1 Jan 2006 is worth $16,375
$20,000 invested 1 Jan 2007 is worth $14,060
$20,000 invested 1 Jan 2008 is worth $12,879"
.
