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Quick Mutual Fund Analysis & Market Alerts. An Educational Service for those with 401Ks, IRAs, College Savings Accounts, and Mutual Fund Investments. Wall Street Math. The average annual yield means absolutely nothing. It’s simply a form of misdirection.
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Quick Mutual Fund Analysis& Market Alerts An Educational Service for those with 401Ks, IRAs, College Savings Accounts, and Mutual Fund Investments
Wall Street Math The average annual yield means absolutely nothing. It’s simply a form of misdirection. • If you lost 50% in the Market in year 1, then grew 50% in year 2, your investments would be even because your average annual yield is 0%. • Year 1 • $10,000 + [(-50%) x ($10,000)] = $5,000 • Year 2 • $5,000 + [(50%) x ($5,000)] = $7,500
“Buy & Hold”Wall Street’s Big Lie * S&P 500
No More “Buy and Hold” * As of 12/31/2010 • The Goal • Maximize return on investment • Introducing the “Market Signal” • Avoid downward market participation (to preserve capital) • Capture the majority of the upward trend (and lock in profits) • Performance Record Since 2005* • Buy & Hold = -4% • Protect & Grow = +119%
Not Really “Timing the Market” • The Approach • Monitor every mutual fund in the United States • 23,000+ mutual funds • Analyze each fund’s performance versus the Market and versus each other using seasonal, fundamental, technical and statistical information • High Frequency Trading • Minimize and leverage the impact of High Frequency Traders • Anticipate market trends based on an understanding of how traders are likely to respond to market conditions • Not Day Trading • Only 1 to 4 entry/exit signals per year
What Does This Educational Service Include? • Analyze every mutual fund choice within your 401k. • Produce detail report which compares and rates the performance of each of your mutual fund choices. • Analyze mutual funds outside your 401k that are of interest to you. • Provide the Market Signal which alerts you to bull, bear and/or flat signals: • Email and text
