Bob Brinker Free Discussion Site 59,820+: Re: Re: Re: Re: Re: If Only Brinker Had...
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» arommel88 - Re: Re: Re: Re: Re: If Only Brinker Had...
In response to Re: Re: Re: Re: If Only Brinker Had... posted by JIMMY62:
The implication is that investors did better in that time period than if they had been in equal quality corporates.
I think intermediate treasuries, not corporates are comparible on a risk adjusted basis. Bob did and still does recommend GNMAs to my knowledge. GNMA funds did well but did suffer from prepayment vs intermediate treasuries. Intermediate treasuries would have been the better investment considering the drop in rates. However I remember him talking about ignoring the volitility of +10/-10 and not discussing the timing GNMAs for fixed income types so I am not so sure he has been in the bond timing business. If you are bond timeing then GNMAs are betting on flat rates I figure.
-- posted by arommel88
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