How You Benefit from AlphaProfit's Investment Approach

Simple system creates wealth while minimizing risks, expenses, and taxes

Using sectors and industries selected by the ValuM investment process, AlphaProfit Sector Investors' Newsletter offers two actionable model portfolios.

Core portfolio

For long-term capital growth

Suitable alternative for investments in
diversified domestic equity funds

Focus portfolio

For aggressive growth

Suitable alternative for investments in
non-diversified equity funds

'I came across your web site a few weeks ago and was amazed at how you have managed to utilize sector funds to build a very simple strategy to achieve extraordinary investment results. I plan to utilize your sector information for my investments.'

PB, Belmont, MA

AlphaProfit's approach to constructing and changing the model portfolios minimizes your risks, taxes, expenses, and effort to grow your wealth.

Your Advantage	AlphaProfit Mechanics	Results

Minimize your risks with portfolio approach and sector rotation	Both portfolios include cluster of sectors or industries. Portfolio approach reduces volatility or risk. Tactical sector rotation exits or avoids high-risk sectors considering valuation and economic environment.	Subscribers outperform Dow Jones Wilshire 5000 benchmark on risk-adjusted return by 60%. See note below Subscribers avoided exposure to consumer discretionary and financial sectors in 2008.
Keep your tax-bite and expenses low	Selections typically held six months or longer in both model portfolios. Many selections held 1 year or longer.	Subscribers realize good portion of profits from long-term capital gains and maximize after-tax returns. Over 76% of Core portfolio selections held over 1 year. Over 15% of Focus portfolio selections held over 1 year. Subscribers avoid short-term redemption fees by holding investments for six months or longer.
Reduce your effort and track model portfolios closely	Model portfolios typically repositioned at preset times. Repositioning preview provided before making changes.	Subscribers receive upcoming repositioning schedule typically a month before repositioning. See sample Indicator Update Subscribers can reposition their investment portfolio the same time model portfolios are repositioned. See sample Repositioning Alert
Grow your wealth	Core and Focus model portfolios 100% invested in equity mutual funds at all times. Wealth created by investing in winning sectors in both bull and bear markets.	Subscribers trounce peers for 5-year period ending Sept. 30, 2008. 8.2% for Core portfolio versus 4.9% for average large domestic equity fund. More 12.2% for Focus portfolio versus 6.8% for median non-diversified domestic equity fund. More

Note: Risk-adjusted return measured using Sharpe ratio. Higher Sharpe Ratio implies superior risk-adjusted performance. For 5-year period ending Sept. 30, 2008, Sharpe ratio for Dow Jones Wilshire 5000 is 0.15. Sharpe ratio for AlphaProfit Focus and Core model portfolio is 0.28 and 0.19, respectively. The model portfolio's average Sharpe ratio of 0.23 is 60% higher than that of DJW 5000.

AlphaProfit model portfolios offer compelling investment ideas for the equity portion of your overall portfolio.

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By Hulbert #1 rank winner Dr. Sam Subramanian

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