Home page Company name and slogan

Asset Allocation Newletters

 
Custom Search
Investment Newsletters Best Fidelity Funds Best ETFs Get Free Reports 10-Year Journey Blog





Asset Allocation using AlphaProfit Investment Newsletter

Allocate Capital to Different Types of Mutual Funds and ETFs

I. Allocate Assets to Mutual Funds using AlphaProfit Newsletters

Different types of mutual funds available for investing include:

  • Money market mutual funds that invest in cash equivalent securities
  • Fixed-income mutual funds that invest in bonds
  • Domestic equity mutual funds that invest in stocks of U. S. companies
  • International equity mutual funds that invest in stocks of companies based outside U. S.
  • Specialty mutual funds that invest in a specific sector

The following diagram illustrates the use of AlphaProfit model portfolios and fund ratings within the context of diversified investment portfolios.

Allocate assets to different types of mutual funds and ETFs using AlphaProfit's newsletters and tools.

AlphaProfit's newsletters and tools help you prudently allocate assets to different types of mutual funds and ETFs.

II. Allocate Assets to ETFs using AlphaProfit Newsletters

Exchange-traded funds (ETFs) are available as alternatives to most of the mutual funds stated above. Instead of using mutual funds, you can use different types of ETFs in your investment portfolio.

III. Sound Mutual Funds and ETFs Investing Strategy

Whether you invest in mutual funds or ETFs, different types of mutual funds and ETFs have different risk-reward characteristics. The performances of the different types of mutual funds and ETFs correlate differently with the economy.

Sound investing strategy takes both risk and reward potential of the different types of mutual funds and ETFs into account. Investing across different types of mutual funds or ETFs adds to diversification and helps manage risk.

The amount of dollars you allocate to different types of mutual funds or ETFs depends on your specific situation, including factors such as your investment objective, investment time horizon, and risk tolerance. AlphaProfit recommends ETFs, Fidelity Select funds, and other sector funds to invest in sectors and industry-groups selected by the ValuM investment process. These recommendations enable you to construct customized portfolios for managing your domestic equity and specialty portions of your assets.

AlphaProfit Core for the Domestic Equity Portion of Your Mutual Fund or ETF Portfolio

Use the AlphaProfit Core model portfolio for the domestic equity portion of your mutual fund or ETF portfolio.

The Core model portfolio strives for targeted diversification through investments in sectors and industry-groups that are likely to outperform the market while leaving out sectors and industry-groups that may under-perform. The sectors and industry-groups included in the Core model portfolio are chosen using the ValuM Investment Process. The Core model portfolio seeks long-term capital appreciation.

Core Model Portfolio Long-Term Performance

AlphaProfit Focus for the Specialty Portion of Your Mutual Fund or ETF Portfolio

Leverage the potential of specialty mutual funds or ETFs by using the AlphaProfit Focus model portfolio.

The Focus model portfolio strives for tactful sector rotation using the ValuM Investment Process. This model portfolio includes relatively few sectors or industry-groups at any point in time. The Focus model portfolio seeks aggressive growth.

Focus Model Portfolio Long-Term Performance

Fund Ratings for the Specialty Portion of Your Mutual Fund or ETF Portfolio

Based on market conditions, some of the preferred sector funds or ETFs may at times be rated 'Favored Buy'. AlphaProfit fund ratings may be used to invest in sectors or industry-groups on an ad hoc basis.

Related Links:
Asset Allocation Newsletter

Sam Subramanian

   

FREE SIGN UP!

Protect & grow your wealth with
investment recommendations from free
e-letter AlphaProfit MoneyMatters

By Hulbert #1 rank winner Dr. Sam Subramanian

'Incisive Insights, Impressive Results'   - Jim Woodruff

First Name:


Email Address:


We respect your privacy. We will not spam or sell your information to others, period.

This page is best viewed in 1024 by 768 pixels screen resolution or higher.
Copyright © 2003-2017 AlphaProfit Investments, LLC. All rights reserved.