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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 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% 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 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 Not Really “Timing the Market”

7 2005

8 2006

9 2007

10 2008

11 2009

12 2010

13 Example – 401k Choices

14 GuideStone

15 BNSF

16 American Airlines

17 401k Mutual Fund Growth

18 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 What Does This Educational Service Include?

19 Contact Us For Subscriber Pricing & Incentives


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