Moneytalk Bob Brinker Summaries - Information ONLY
- Kirk
- Kirk
- Mark_J
- GetMo
- JenL_2
- DaveG2K
- Chris3
- Chris3
- JenL_2
- Kirk
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» Kirk - I heard a new one today.
I heard a new one today.I only caught a few minutes of the show, but I heard Bob say why he didn't go to 100% cash as he said he would if his model went bearish. You know what I mean:
"Solve your tax problems by riding a bear down so you have no tax problem"
or
"Why would anyone want to stay in the market if they can side-step a bear market?"
He said his weighting was less than almost anyone in the business. That is true as Honey Bear Gail Dudak was booted from Wall Street Week for being bearish (actually almost always wrong) and she was about 50% in equities. I guess Bob can lay claim to Market timing credit victory this way and not put his whole portfolio at risk should he be wrong. Who cares if it is not what he said in the past as this makes more sense anyway.?
To paraphrase, he said he was at 40% because of "tax concerns and many of his followers have hot funds and stocks they don't want to sell!" I think I have now heard everything! 8)
-- posted by Kirk
» Mark_J - And speaking of doing the impossible, Bob has now ranked as the
And speaking of doing the impossible, Bob has now ranked as the #1 market timer at Hulbert's Digest!!! Alright!Many folks here have posted the results of the SP500 vs. Bob's Portfolio #1 and declared the index the winner. Fair enough if you want to stick to the print.
But those of us who have taken advantage of gift horse buying opportunities, VOD-MSFT-TER-AMAT-KLAC-NVLS-QQQ and to be fair even the few losers like UTEK have...TAKEN THE SP500 TO THE MATS, BABY!
It ain't even close!
-- posted by Mark_J
» DaveG2K - Anyone else looked into Baron's iOpportunity Fund?
Has anyone else looked into this new Baron's iOpportunity Fund that will premiere 2/29?Initial share price held at $10 until 2/29. Schwab is backing this fund (for a piece).
See:
Baron iOpportunity Fund , offering by Charles Schwab
I seem to recall someone else bringing this up awhile back but no discussion following that.
The BB comment sounded a little like he might have been speaking of this fund. (He likes Baron's Asset Fund, right?)
Expense ratio seems high, but it includes costs associated with start-up of fund.
Thanks!
-now former lurker....
DaveG2K
-- posted by DaveG2K
» JenL_2 - Funds Containing B2B Stocks
Dave - Thanks for the link to the Baron iOpportunity fund. I agree with Chris - this is not the B2B fund that BB mentioned, because it came out later. The fund that has been most mentioned at the BB.com site and also discussed above on this thread is Firsthands e-Commerce Fund (TEFQX).I sent for the prospectus on the Baron iOpportunity fund, but it doesn't tell which stocks will be in the fund's portfolio. It does have a lower annual expense ratio than TEFQX (1.50% vs 1.95%), but still higher than any other Baron fund. The Baron iOpportunity may be a very good fund, but I’m just going to wait and see; am not going to try to buy it at the $10 initial offering price through Schwab.
I bought TEFQX and more JAGTX on Jan 3.
Read this post comparing B2B funds, and the rest of the discussion on the “B2B” thread:
Hope this helps……Jen
-- posted by JenL_2
» Kirk - Here is a summary
http://www.siliconinvestor.com/stocktalk...Brief but this covers the last few months pretty well.
-- posted by Kirk
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