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Portfolio |
2003 |
2004 |
2005 |
2006 |
2007 |
2008 |
* $100,000 Investment |
Rydex/Profunds
Sector Model |
20.46 |
23.71 |
12.24 |
14.37 |
5.61 |
-1.79 |
$208,165 |
ETF Sector
Model |
29.17 |
13.50 |
10.74 |
14.56 |
9.45 |
-4.23 |
$194,644 |
Fidelity Select
Sector |
30.55 |
25.79 |
11.54 |
11.36 |
5.20 |
-34.45 |
$143,018 |
S&P 500
Benchmark |
28.69 |
10.90 |
3.00 |
13.62 |
3.53 |
-38.49 |
$102,744 |
* - Total numbers reflect performance since each portfolio inception. 9/1/2002 |
The Sector Navigator newsletter was launched in 2002 to provide an economical way for investors to utilize our proprietary trading system without having to pay a percentage of their assets to use the model.
Previously, this trading system had only been available to money management clients who paid as much 2% of their assets to be invested in the model. This is the same exact model. The only difference is that changes will not be automatically be made for you; you must do these yourself.
The model involves a greater than average level of risk and is recommended for the portion of a portfolio designated as aggressive. Because of the frequency and timing of trades, we recommend that this model be used in tax-deferred accounts.
The proprietary model allocation strategy utilizes our proprietary analysis/rankings to select the top sector investments and rotates sectors based on momentum and relative strength indicators. It is designed to capitalize on short-term trading opportunities present in the various sectors of the market.
Utilizing this system has allowed us to achieve the outstanding performance summarized above.
Returns Are Important …
and the Navigator gives you more than outstanding returns!
Included in every Sector Navigator issue are:
• Model portfolios incorporating the Navigator’s proprietary rankings. The models are designed to take advantage of short-term trading opportunities present in the various sectors of the market. The funds selected in the models utilize the top sector funds from our proprietary rankings and are meant to outperform their respective benchmark with substantially less risk. The models have consistently been able to substantially outperform the S&P, Dow and the NASDAQ with less risk!
• Proprietary rankings of the top sector funds. This includes all Fidelity Select® Funds, Rydex/Profunds, and Exchange Traded Sector Funds. Each fund family’s funds are broken down and ranked according to their expected future short-term performance. These rankings are then used as the basis for buy/sell recommendation for the model portfolios.
• Statistical analysis of the ranked funds presented in a clear, concise format. You can quickly and easily see how each Sector funds performed during the past month, quarter, year or longer. You will also find all the information you need regarding the funds’ price history and various risk performance measurements.
• Timely and relevant. The newsletter is available electronically on the first trading day of each month, and the data is as of the last day of the previous month.
• A free, thorough individualized portfolio analysis. This is a very popular item that virtually all subscribers take advantage of. You provide a listing of all the positions in your portfolio and we professionally analyze them and make specific recommendations designed to help you increase returns and lower your risk. The review includes overlap and sector analysis, and clear buy/sell/hold recommendations for all the positions in your portfolio. What you do with the information is clearly up to you, however, if you are inclined to make changes in your portfolio this analysis will prove invaluable in helping you determine where changes should/could be made.
Above are the highlights of a Sector Navigator subscription. By no means is this everything. The Navigator is determined to be the only financial publication that you’ll ever need. To see for yourself, view a sample issue and subscribe today!
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