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Wednesday, January 28, 2009

Brinker Fixed Income Advisor Performance - 2008 Model Portfolio Returns

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)
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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.

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.

Long Term Results that Speak for Themselves
Since 12/31/98 "Kirk's Newsletter Explore Portfolio" is UP 227% (OVER a triple!)
vs. the S&P500 UP only 32% vs. NASDAQ UP only 27% (All through 3/31/11

In 2010, "Kirk's Newsletter Explore Portfolio" gained 20.4% vs. the DJIA up 11.0%
In 2009, "Kirk's Newsletter Explore Portfolio" gained 33.5% vs. the DJIA up 18.8%

HURRY! Subscribe NOW and get the This Month's Issue of "Kirk Lindstrom's Investment Newsletter" for FREE! ! (Just mention this advertisement and I'll start your paid subscription with the next calendar month's issue.

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