To: Jim Battaglia who wrote (705 ) 1/4/1998 12:48:00 PM From: Jim Battaglia Read Replies (1) | Respond to of 4158
The most important investment decision you will ever make are to be in the right ASSET CLASSES. The # 1 Rule in the INVEST N BEST philosophy is that " 90% of your investment success comes from picking the RIGHT TYPES of funds, and 10% from picking the right FUNDS."* This weeks report 01/02/98 of the ASSET CLASSES that are performing well are: CLASSES FUNDS TO REVIEW RSI 1wk 1mth 3 mth ============================================================== LATIN SLAFX, PRLAX, IVSLX 60.3 6.2 % 1.9% -14% UTILITIES CRUTX, FEUTX, BULIX 74.8 1.7 4.0 7.4 REALTY CGM, FRESX, VGSIX 68.4 2.4 1.8 -.7 FINANCE CEMSX, FSPCX, FSFSX 63.0 3.6 2.8 5.4 AGGRESSIVE AHERX, SRFCX, FIDYX 56.2 4.9 -.02 -5.2 -------------------------------------------------------------------------------------------- The IDEAL situation is to identify mutual funds in many ASSET CLASSES that are out performing the S&P 500 on a pre-determined basis...usually from a previous LOW or BUY point established. We have establ;ished 11/28/97 as that point . In searching the database of over 1100 funds and using a special proprietary model the results show that 61 mutual funds or indexs are performing better than the Vanguard 500 fund, (VFINX). Therefore investing in these funds or combination of them , will produce results better than the market. For a complete list of these funds, email me and I will send it your way. ------------------------------------------------------------------------------------------ Those of you who like to use Relative Strength as a primary indicator, will find these funds to be the best performers in the Sector Areas. I have chosen Fidelity and Invesco for their work in developing sector trading. : FIDELITY SELECT INVESCO STRATEGIC FSCPX FSTUX FDFAX IVSLX FBMPX FEURX FIDSX FSFSX FSVLX FSEVX There are 139 funds with Realtive Strength (RSI) better than the Vanguard 500. You need to know which ones they are, so you can have above average returns and better than the market. You would stay with these funds as long as they perform better than VFINX. If you are interested in knowing which one they are, then email me for the list. You can also view these funds from stockmaster.com . ----------------------------------------------------------------------------------------- Mechanical Trading Models are becoming increasingly popular these days. INVEST N BEST is no exception. We have been using mechanical systems since 1988. Below is a summary of some of the most watched trading systems: INVEST N BEST......SIGNAL REPORT....01/02/98 Dynamic Allocation Latin 12.5% Finance 37.5% Utility 37.5% Cash 12.5% WINNER SIGNAL....25.3% One Year Return Holding (FSVLX) Fidelity Home Finance. Last switch date was 01/02/98 --------------- STAR SIGNAL.... 39.3% One Year Return Holding (IVSLX)Invesco Latin America Last switch date was 12/31/97 -------------- ROTATE SIGNAL....24.9% One Year Return Holding Financial Funds: (FSRBX) Fidelity Sel Regional Bank Last switch date was 12/10/97 -------------- FIDLO SIGNAL....29.0% One Year Return Holding (FIUIX) Fidelity Utility Last switch date was 10/29/97 --------------- AAA SIGNAL... 20.5% One Year Return Holding UTILITIES Last switch date was 11/24/97 -------------- A-SEL SIGNAL....30.0% One Year Return Holding (FSRBX) Fidelity Regional Bank Last switch date was 12/17/97 --------------- Z BEST SIGNAL 33.6% One Year Return Holding (CASH Last switch date was 12/30/97 --------------- BATTAGLI 50 DAY SIGNAL...30.5% One Year Return Holding (FIUIX) Fidelity Utility Last switch date was 12/24/97adjusted)