The Focused Growth Investor is an outlook on the stock market, asset classes and equities. 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 stocks and mutual funds in each asset class.
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 concerns.
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, interest 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
Our Strategic 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 past performance.
Mutual Fund Selection
Our Mutual Fund 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 and 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 Portfolio is displayed with the stocks we monitor in each sector. Fundamental, valuation, technical, total score, buy-hold-sell ratings and stock performance relative to its benchmark are displayed for each stock. Current news on each stock we follow is also displayed.
Mutual Fund Research Example