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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.

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Presentation on theme: "Quick Mutual Fund Analysis & Market Alerts An Educational Service for those with 401Ks, IRAs, College Savings Accounts, and Mutual Fund Investments."— Presentation transcript:

1 Quick Mutual Fund Analysis & Market Alerts An Educational Service for those with 401Ks, IRAs, College Savings Accounts, and Mutual Fund Investments

2 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 Wall Street Math The average annual yield means absolutely nothing. It’s simply a form of misdirection.

3 S&P 500 Performance

4 “Buy & Hold” Wall Street’s Big Lie * S&P 500

5 Your Goal –Maximize return on investment & reduce risk The Solution (EDUCATION!) “Mutual Fund Analyzer” –Do you know if you have the best or work performing funds in your 401k? Analyzes over 22,000 mutual funds with over 20,000 companies 401K plans prebuilt in on buy and hold in seconds. AND Compare side by side buy and hold with the bull/bear signal. “Bull/Bear Market Newsletter Signal” –Do You Have A Risk Management Plan For The Next Market Crash? A Goal To Capture A Majority Of The Uptrends AND A Goal to Avoid a Majority Of The Downtrends No More “Buy and Hold”?? * As of 12/31/2010

6 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 –Anticipate market trends based on an understanding of how traders are likely to respond to market conditions Not Day Trading –Only 1 to 4 bull/bear signals per year –About a much time as it takes to order 3 pizzas a year Not Really “Timing the Market”

7 2005

8 2006

9 2007

10 2008

11 2009

12 2010

13 Example – Mutual Fund Analyzer

14 GuideStone

15 BNSF

16 American Airlines

17 401k Mutual Fund Growth

18 Analyze every mutual fund choice within your 401k. –Produce detailed 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: –User website access, video newsletter, email alet, and text alert What Does This Educational Service Include?

19 2 Original Questions: Do you know if you have the best or worst performing funds in your 401K? Do you have a risk management plan for WHEN the next market crash happens?

20 Subscribe Today For The Answers Get access to: –The current signal, –The video newsletter, –The mutual fund analyzer –The email alerts –The mobile text alerts

21 Subscription Plan Pricing 2 Free Months With Annual Subscription Silver ($497/Year) or ($47/Month) –Analysis Report, Email Alerts, Text Alerts Gold ($747/Year) or ($77/Month) –Silver Package + Video Newsletter Platinum ($997 Year) or ($97/Month) –Silver & Gold Package + Mutual Fund Analyzer Promotional Offer Subscribe Today And Get The Platinum Package For The Silver Package Price


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