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The AlphaProfit Focus model portfolio completed its fifth anniversary on September 30, 2008. As part of monitoring portfolio performance, we compare the Focus model portfolio's performance with those of the 10 largest non-diversified domestic funds in the large-cap, mid-cap, small-cap, and multi-cap categories.
The AlphaProfit Focus model portfolio is a non-diversified portfolio, pursuing aggressive growth. It is an alternative to investing in non-diversified domestic mutual funds. Standard deviation is a measure of risk. A higher standard deviation implies greater risk.
In addition to performance, here are three other reasons to invest with the Focus model portfolio:
Prudent Risk Taking: The Focus model portfolio balances return with diversification and tax efficiency. The Focus portfolio typically holds two to four sectors or industry group funds to mitigate risk. By using the Focus portfolio for a portion of their assets, investors with diversified portfolios increase the return of their overall portfolio.
The Focus portfolio usually holds sector or industry group funds 6 months or longer. Aggressive investors with a long investment time horizon use the Focus portfolio for their tax-deferred accounts.
Low Investment Requirements: Focus model portfolio can be used with as little as $1,000 in SEP-IRA or Keogh accounts or $5,000 in regular or other qualified accounts like Rollover, Roth, or Regular IRA.
Consistent Investment Process and Style: Mutual fund investors often worry about changes in fund management affecting returns. The Focus model portfolio makes it less of an issue by using a consistent strategy to select sectors and industry groups using AlphaProfit's ValuM investment process.
Notes: The AlphaProfit Sector Investors' Newsletter™ and the AlphaProfit Fund Investors' Guide™ are for information purposes only. AlphaProfit Investments, LLC is not soliciting any subscriber to buy or sell any security. Nothing herein should be construed as an offer to buy or sell securities or to give individual advice on investing. Before buying or selling any mutual fund, exchange-traded fund, security, or investment, read the prospectus carefully. For securities held in brokerage accounts, read the broker's specific terms and conditions which apply to trading of the securities. AlphaProfit Investments, LLC cannot and does not give any assurance that the present or future model portfolio changes will be profitable. Past performance is not a guarantee for future results. Factual material is obtained from sources believed to be reliable and is provided without warranties of any kind. AlphaProfit Investments, LLC is not responsible for any errors or omissions. AlphaProfit Investments, LLC neither is associated with nor receives any compensation from any of the investment companies, brokers or entities connected with the securities mentioned herein. Please review our Terms and Conditions of Use and Subscriber Agreement which is available on our website at www.alphaprofit.com; they govern your relationship with AlphaProfit Investments, LLC, including, but not by way of limitation, use of the Newsletter or the Guide. No part of the AlphaProfit Information may be reproduced or re-transmitted in any manner without written permission of AlphaProfit Investments, LLC.
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