|Symbol||Price as of 07/31/2008||YTD Returns |
|500 Index Fund Inv||VFINX||$116.85||2.16%||–12.70%|
|CA IT Tax-Exempt Investor||VCAIX||$10.73||3.80%||0.63%|
|Emerging Mkts Stk Idx Inv ||VEIEX||$28.03||—||–15.37%|
|European Stock Index Inv ||VEURX||$33.82||—||–14.98%|
|Extended Mkt Index Inv||VEXMX||$36.78||0.88%||–7.77%|
|GNMA Fund Investor Shares||VFIIX||$10.22||5.04%||1.46%|
|High-Yield Corp Fund Inv ||VWEHX||$5.46||9.15%||–3.21%|
|Inflation-Protect Sec Inv||VIPSX||$12.62||0.96%||4.58%|
|Inter-Term Bond Index Inv||VBIIX||$10.31||5.05%||0.94%|
|International Growth Inv ||VWIGX||$21.32||—||–14.10%|
|Long-Term Bond Index||VBLTX||$11.17||5.75%||–1.07%|
|Pacific Stock Index Invs||VPACX||$11.32||—||–11.01%|
|Prime Money Mkt Fund||VMMXX||$1.00||2.21%||1.74%|
|REIT Index Fund Inv ||VGSIX||$19.97||note||–0.33%|
|Short-Term Bond Index Inv||VBISX||$10.11||3.62%||2.14%|
|Target Retirement 2025||VTTVX||$12.45||2.82%||–9.26%|
|Tax-Exempt Money Mkt||VMSXX||$1.00||2.32%||1.34%|
|Total Bond Mkt Index Inv||VBMFX||$9.99||4.72%||1.07%|
|Total Int'l Stock Index ||VGTSX||$17.07||—||–14.18%|
|Total Stock Mkt Idx Inv||VTSMX||$30.98||1.99%||–11.60%|
|Brinker Model Portfolio #1|
|Brinker Model Portfolio #2||-10.9%|
|Brinker Model Portfolio #3||-6.4%|
|Kirk's Explore Portfolio||-5.9%|
The big winner was Vanguard's Inflation Protected Securities fund, VIPSX, up 4.58% YTD
The big losers were international stocks down 15 to 16% while the S&P500 was not far behind down about 13% (12.70%) YTD.
It has not been a good year to be fully invested in the stock market, especially if you write a newsletter called "Marketimer."
- Caller Gary: “I was just wondering what your opinion was on the market returning to its previous highs?”
Brinker replied: “Oh, I would say within your time-frame of 1 to 3 years, would the market get to new all-time-highs in the S&P 500? For me I think the answer would be without question – that would be my opinion. Would the market get to new all-time-highs within your time-frame of 1 to 3 years? Yeah. For me, my opinion on that would be -- without question."
- For the full discussion, see Bob Brinker Sees New Market Highs
Disclaimer: I own many of the funds listed and recommend many of them in my newsletter.
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