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Where we select and time about 600 no-load funds and ETFs. We divide them into Equity, Hybrid, and Bond asset classes. We then place them in styles for one of the four portfolios. For Income Portfolio, we use all of the bond styles like short-term, intermediate-term, high yield, or international. For Balanced Portfolio, we use only the hybrid fund pool. For Growth Portfolio, we use funds from small cap. large cap, international, and more. For Aggressive Growth, we use aggressive funds, regional or sector funds, and others. For each fund in each pool, we rank them by C, the risk-adjusted, relative performance metric.
Each month we rank the funds by C. Our goal is to provide consistent, long-term performance. To do this, we evolve, picking the top funds for each portfolio and holding at least three months. Once the fund drops out of its top rankings, we sell and reenter into another top fund. Additionally, to reduce risk of loss, we may use money market funds when they are top ranked against the other funds.
It is a powerful combination of selecting and timing. It is a way to stay with the market leaders and avoid the market laggards over time. We call it evolution! The Hulbert Financial Digests rates us number 1 out of all letters he tracks for risk-adjusted performance over the last 20 years through 12/31/15.
We provide four portfolios (Aggressive Growth, Growth, Balanced, and Income) in the Newsletter.
In addition, we provide family specific portfolios that focus on families (Vanguard, Fidelity, and Fidelity Select).
Below are the links to take you to the current and past issues, Hotline Reports, and Special Reports. Between issues, if we make any changes, we email the Hotline information to subscribers.
To subscribe, go here, or call us at 479-876-8393.
