Below are the "Brinker Fixed Income Advisor" model portfolio returns for 2008 according to Mark Hulbert, editor of "Hulbert Financial Digest" a newsletter that rates other financial newsletters.
| Brinker Fixed Income Advisor | 2007 (note 1) | 2008 (note 2) | Combined | |
| Aggressive Portfolio | 8.3% | (21.7%) | (15.2%) | |
| Moderate Portfolio | 6.8% | (11.5%) | (5.5%) | |
| Conservative Portfolio | 7.1% | (5.2%) | 1.5% | |
The Retirement Advisor Conservative_Capital_Preservation_Portfolio (100% in Fixed Income - no Stocks) FREE=> 2009 SAMPLE Issue <==FREE | 8.3% | +3.7% | +12.4% |
Note 1: Brinker Fixed Income Advisor 2007 Returns from January 2008 issue of Hulbert Financial Digest "Long Term Performance Ranking"
Note 2: Brinker Fixed Income Advisor 2008 Returns from January 2009 issue of Hulbert Financial Digest "Long Term Performance Ranking"
I can not find portfolio returns listed on the "Brinker Fixed Income Advisor" web site. Given that every model portfolio lost money last year while the Total Bond Market was up over 5%, I can understand why the Brinker's might want to make their returns hard to find.
Please contact me if you have actual portfolio returns published by Brinker.
Note 2: Brinker Fixed Income Advisor 2008 Returns from January 2009 issue of Hulbert Financial Digest "Long Term Performance Ranking"
I can not find portfolio returns listed on the "Brinker Fixed Income Advisor" web site. Given that every model portfolio lost money last year while the Total Bond Market was up over 5%, I can understand why the Brinker's might want to make their returns hard to find.
Please contact me if you have actual portfolio returns published by Brinker.
| Bond BENCHMARK | 2007 | 2008 | Combined |
| VBMFX - Vanguard Total Bond Index Fund | 6.92% | 5.05% | 12.32% |
Note 3: Mark Hulbert says his returns may differ slightly from what Brinker reports. For example, he reports better 2008 model portfolio returns for "Bob Brinker's Marketimer" newsletter than Bob Brinker himself publishes.
| The Retirement Advisor Editors David Korn & Kirk Lindstrom | 2007 | 2008 | Combined |
| Conservative_Capital Preservation_Portfolio (100% in Fixed Income - no Stocks) | 8.3% | 3.7% | 12.4% |
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(downloads slowly in Adobe pdf format)
More Performance Data
The Retirement Advisor Blog
Doubled Money in a Down Market!
Since 12/31/98 "Kirk's Newsletter Explore Portfolio" is UP 106% (over a double!) vs. the S&P500 DOWN 11.3% vs. NASDAQ down 16.3% vs. Warren Buffett's Berkshire Hathaway (BRKA) up 27.7% (All through
As of June 30, 2009, "Kirk's Newsletter Explore Portfolio" is up 6.2% YTD vs. DJIA down 3.8% vs S&P500 up 3.2% YTD
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