INVEST-N-BEST..........SIGNAL UPDATE.....12/07/97
This will be a report displaying the InVest N Best Signal Strategies along with recommended FUNDS and ONE YEAR annualized RETURNS. Each Signal will be described briefly , with information that may be pertinent. Everyone should find some Signal to benefit from. However, this letter is written for educational benefits by me with years of experience in the stock market. Individual risks will vary, and the Signals recommendations need to be reviewed and discussed with your investment advisor before any commitment of money. Thanks for reading this.. Keep AIMing for Profits. Now the BEST of the BEST Signals Review:
WINNER SIGNAL....33.4% One Year Return
Holding (FSHCX) Fidelity Select Medical & Delivery.
Last switch date was 11/11/97.
The WINNER Strategy is to choose the BEST funds out of the six in the portfolio using FastTrack ACCUTRACK 6/25 system. The funds in the portfolio are fsvlx, fscsx, fshcx, fbiox, fdcpx, fselx.
STAR SIGNAL.... 45.4% One Year Return
Holding (FSFSX)Invesco Financial Sector Fund
Last switch date was 12/02/97.
The STAR Strategy is to choose the best fund from a variety of INVESCO funds and one Emerging market Fund. The Signal has omitted Japan, New Asia, and Hong Kong from its selection as it searches for the "STAR" performer. The 12 funds in the Signal are fsfsx, fstux, feurx, fidyx ,fhlsx, ivslx, ffrxx, fsigx, fiegx, ftchx mnemx,and fstex. The STAR signal works with a short 50 day moving average, parabolic and RUBE in the buy criteria. It also uses a 7/31 ACCTURACK and a slope lookback of 10. It's sell criteria is Strength and 4% trailing stop along with Dennis Meyes T-17 sell all. Funds are planned to be held a minimum 40 days.
ROTATE SIGNAL....17.6% One Year Return
Holding Consumer Funds:
(RSRPX) Fidelity Retailing 5.0%
Last switch date was 11/06/97
The ROTATE strategy is as the name implies. This is a setup of a family composed of the six mini-sector familes plus FGRXX money market. It also uses T-17 as a bale out system. There is always a sector in a uptrend in a bull market. The key is to find the sector that is in uptrend. By setting up a Consumer, Cyclical, Health Care, Hitech, Natural Resources, Financial and Consumer group with individual funds in each an investor will have a wonderful opportunity to make money. Do not get confused at the returns listed above.It is only the sector average and not the fund average. However the fund is also listed below that is in demand and when the last buy and return listed.
FIDLO SIGNAL....27.8% One Year Return
Holding (FIUIX) Fidelity Utility
Last switch date was 10/29/97
The FIDLO Strategy is a more conservative approach. It works off a 10/44 Accutrack with a sell all on KERN . It consists of 10 funds in the portfolio. They are fiuix, feqtx, fdgfx, fpurx, flcsx, fdssx, fbalx, fgrxx, fftyx, fcvsx.
AAA SIGNAL... 33.7% One Year Return
Holding UTILITIES
Last switch date was 11/24/97
This is the World Wide FAMILY averages of funds. It is tabulated by a 3/12 Relative Strength reading. It also uses a short term moving average with Parobolics and RUBE buy of 2% above previous low. It Sell is a 2% trailing stop or change in Relative Strength. T-17 also uses as a bale-out. Once a investor knows which FAMILY of funds are in a uptrend it is then easy to select the best funds.
A-SEL SIGNAL...39.7% One Year Return
Holding (FSRPX) Fidelity Retailing
Last switch date was 11/04/97
This is a popular SELECT family signal. This one is set with the following criteria. Accutrack 6/24, with Wilder parobolics for buys and sells. Fund is held for minimum 40 days or T-17 bale out. The SELECT family consist of 36 funds.
HLTHTEK SIGNAL... 35.1% One Year Return
Holding (FHLSX) Invesco Health Sciences
Last switch date was 11/25/97
This is my version of the popular Health/Finance/Hitech rotation. This signal consist of three funds, fhlsx, fsfsx,and ftchx. The Signal use a Accutrack of 7/37 and lookback of 10. It also holds the fund a minimum 35 days. It has no bale out sell system. It will move to cash in down markets.
BATTAGLI 50 DAY SIGNAL...35.0% One Year Return
Holding (FSRPX) Fidelity Retailing
Last switch date was 11/20/97
This is my own version of the Fidelity Select ranking of funds. There is 35 funds in the portfolio family and uses short moving averages of 25 days along with Parobolics to buy and RUBE and Wilder to sell. The funds are held for 50 days or until T-17 bale out .
These are some of the SIGNALS I follow daily. There are over a dozen more. many are confirmations of the Signals. I also use the Z-BEST SIGNAL that will tell you which Signal is the best to be in.
Hope you fine interesting!!!
Jim |
