e soube isto através de um dos bears mais convictos.......... :-|
Market Timer Bob Brinker just gave a long signal yesterday after giving a sell back in January of 2000.
MARKETIMER SUBSCRIBER BULLETIN
March 11, 2003 DJIA: 7568.18 S & P 500: 807.48
The Marketimer long-tenn stock market timing model has returned to bullish territory for the fIrst time since January of Year 2000. Although additional minor stock market weakness is possible, we believe the market has reached the vicinity of a major cyclical bear market bottom, and the probabilities strongly favor the development of a new cyclical bull market. Marketimer projects gains greater than 25%, and possibly much greater than 25%, over the next one -to- three years, as measured by the Standard and Poor's 500 Index. We anticipate gains in the NASDAQ indexes will be significantly greater than gains in the Standard and Poor's 500 Index during the cyclical bull market period. Marketimer recommends subscribers return to a 100% fully invested position in the equity portion of all investment portfolios at this
time. We recommend investing all stock market cash reserves in order to create the following allocations and weightings
in the Marketimer model portfolios:
Model Portfolio I Baron Growth Fund BGRFX 15% Baron Small Cap Fund BSCFX 10% T. Rowe Price European PRESX 5% Vanguard International Growth VWIGX 5% TIAA-CREF Equity Index TCEIX 15% Vanguard Total Stock Market VTSMX 25%
Rydex OTC Fund RYOCX 25%
Model Portfolio II Gabelli Asset Fund GABAX 15% T. Rowe Price European PRESX 5%
Dodge & Cox Stock Fund DODGX 10% Vanguard International Growth VWIGX 5%
llAA-CREF Equity Index TCEIX 15% Vanguard Total Stock Market VTSMX 35% Rydex OTC Fund RYOCX 15%
Model Portfolio III Vanguard Inflation Protected VIPSX 25% Vanguard Ginnie Mae VFllX 25% T. Rowe Price European PRESX 2.5% Dodge & Cox Stock Fund DODGX 10% TIAA-CREF Growth & Income llGIX 7.5% Vanguard International Growth VWIGX 2.5% Vanguard Total Stock Market VTSMX 22.5%
Rydex OTC Fund RYOCX 5%
Active/Passive Portfolio
Vanguard Total Stock Market VTSMX 90% Vanguard International Growth VWIGX 5% T. Rowe Price European PRESX 5%
(or Vanguard European Index)
Marketimersubscribers who prefer to invest in exchange-traded-funds may substitute VIPERs (VTI) for Vanguard Total Stock Market, and Nasdaq 100 shares (QQQ) for Rydex OTC Fund in the model portfolios.
We are also upgrading Microsoft (MSFT) and Vodafone (VOD) to "buy" ratings as we believe these stocks will
participate in the cyclical bull market we anticipate. As always, individual stock recommendations are limited to no more than 4% of equities.
We will update our bullish stock market outlook in the next issue of Marketimer: is for information purposes only. Copyright @ 2003.
"The point at which a competitor is pursuing the best possible strategy, given the strategies of the other participants" - John F. Nash
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