- Market Outlook
- Strategic Asset Class & Sector Allocation
- Mutual Fund Selection
- Portfolio Management
- Investor Education
The Focused Growth Investor is an outlook on the stock market, asset classes and mutual funds. Our goal is
to be in the market at the right time, select the best sectors
and asset allocation for the market conditions,
then select the best mutual funds in each asset class. The newsletter also provides investor education.
The Focused Growth Investor is an all-in-one newsletter with everything you
need to design and manage your investment portfolios.
A summary of what is driving the stock market and investor concern
Market Dynamics show how inflation, interest
rates, the economy, earnings, investor psychology, market
valuations, cycles & seasonality and global crisis’s affect the stock market.
Our Long-Term Market Indicator sets up the stock market exposure for our portfolios around there define
base risk level. We attempt to reduce stock market exposure during periods of high risk and recessions and
raise exposure during periods of low risk. We also use other top timing models to confirm our model signals.
The model is based on inflation, intere
st rates, economic growth, earnings, technical, relative strength,
sentiment, valuations, cycles & seasonality and global crisis.
The performance of our model portfolios is displayed and compared to its benchmark. Performance
calculations are derived from our actual cash accounts and independently verified annually. Portfolio and sector/
asset class analysis.
Investment Strategy Analysis
Analysis of the market and our strategy.
Strategic Asset Class Allocation Model
Asset Class & Sector Allocation Model sets up the percent of cash allocated to each asset
class and sector in a portfolio.
The model is based on fundamental, valuation, technical, relative strength and
Mutual Fund Selection
Our Mutual Fu
nd Selection Model rates each active managed mutual fund and passive managed exchange
traded fund. Portfolios are designed and managed using higher rated funds and market leaders.
The model is
based on fundamental, valuation, technical, relative strength a
nd past performance. Mutual fund analysis also
includes Morningstar ratings, manager, strategy, expense ratio, risk, valuation and risk adjusted return
Diversified Mutual Fund & Sector Portfolio
Our model Diversified Mutual Fund & Sector Portfolio is
displayed with the funds we monitor in each asset
class, fund minimums, availability, transition fees, grades
and fund performance relative to its benchmark.
Focused Sector Stocks & Mutual Fund Portfolio
Our model Focused Sector Stock & Mutual Fund Portfo
lio is displayed with the stocks we monitor in each
sector. Fundamental, valuation, technical, total score,
and stock performance relative to
its benchmark are displayed for each stock.
Current news on each stock we follow is also displayed.