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Quick Mutual Fund Analysis & Market Alerts

Unlock the power of informed investing with our educational service tailored for 401(k)s, IRAs, college savings, and mutual fund investments. We provide a thorough analysis of over 23,000 mutual funds, comparing performance and maximizing returns. With our unique "Market Signal," you'll receive timely alerts on market trends to help you avoid downturns while capturing upward movements. Learn to analyze all your mutual fund options, receive detailed reports, and optimize your investment strategy. Contact us for subscription details and exclusive incentives.

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Quick Mutual Fund Analysis & Market Alerts

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

  2. 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

  3. S&P 500 Performance

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

  5. 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%

  6. 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

  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. 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

  19. Contact Us For Subscriber Pricing & Incentives

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