So is Jim Jubak the next Peter Lynch????

[redgtxdi]

So the last few days he's had a couple interesting articles on China's possible future demise..........(Jubak predicts 2009 is a good year for China to go bonkers)......

but I can't help notice his regular portfolio sitting at 200+% returns since inception.........(thought interestily enough annual is at 14% which brings things more down to earth). However, compared to the nasdaq & dow, Jubak would appear to be a genius.

Jubak vs. Cramer? The 'Geek' vs. the 'Street'????

(I haven't seen one of Cramer's portfolios recently to know if he's doing any good or not, I just have a hard time buying people getting over 12% annualized returns in any one portfolio. Perhaps Jubak started at an opportune time & the future will normalize his annual returns to a more respectable 10% margin??)

(shrug)

 

[LegendKiller]

Originally posted by: redgtxdi
So the last few days he's had a couple interesting articles on China's possible future demise..........(Jubak predicts 2009 is a good year for China to go bonkers)......

but I can't help notice his regular portfolio sitting at 200+% returns since inception.........(thought interestily enough annual is at 14% which brings things more down to earth). However, compared to the nasdaq & dow, Jubak would appear to be a genius.

Jubak vs. Cramer? The 'Geek' vs. the 'Street'????

(I haven't seen one of Cramer's portfolios recently to know if he's doing any good or not, I just have a hard time buying people getting over 12% annualized returns in any one portfolio. Perhaps Jubak started at an opportune time & the future will normalize his annual returns to a more respectable 10% margin??)

(shrug)

Without researching, how old are his portfolios and how much risk is there as compared to the rest of the market?

If his beta were to be out of line with the market and/or he is taking large bets. Or he could just be on a lucky streak.

Most managers make their alpha by hunting risk. Lynch did a good job moderating that while still earning superior long-term returns. However, he is in the very small minority.

 

[ponyo]

Please. Don't mention Jubak in the same sentence with Lynch.

I guess you just started following Jubak. If you had read Jubak during the tech crash of 2000 and on, you would've had different opinion of his ability. I thought I was in denial during this period. This man was the posterchild.

I still remember Peter Lynch telling people to buy oil and gold when oil was like $15-20 a barrel and gold was around $300 an ounce. This was during the internet/tech boom and when oil and gold were hated. Lynch reasoned oil is finite resource and eventually it will run out and people will continue to use more. Of course his call was totally correct on oil and gold but I didn't listen along with all other tech crazy investors like Jubak and Cramer.

Cramer actually knows what he's doing and had good hedgefund track record. I've feeling he broke lot of laws w/ the help of Maria B. to get those returns but it's never been proven.