fundxinvestmentgroup.com
FundX Investment Group | History
http://www.fundxinvestmentgroup.com/our-company/history
Our Process in Four Steps. The Way We Work. In 1969, native San Franciscan and Stanford University graduate Burt Berry took the bold step of using noload mutual funds instead of individual stocks and bonds to professionally manage assets on behalf of clients. Janet Brown joined Burt in 1978. She defined the system by developing the FundX Score to rank funds by near-term performance, and she quantified the risk-classification system still in use today. Over time, the investment strategy known as U...And i...
upgradinginvestments.wordpress.com
fundx | Market Commentary on Upgrading
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Market Commentary on Upgrading. Insights from DAL Investment Company. Managers’ Special Report: August 2010 overview. August 6, 2010. Since our last report. Managers’ Special Report: Buys and Sells – Core Equity Funds. August 6, 2010. Based on data from August 3 , 2010. Core equity funds (Class 3 for newsletter subscribers). Core Equity Funds (Class 3). Managers’ Special Report: Buys and Sells Speculative Equity Funds. August 6, 2010. Based on data from August 3 , 2010. This month, we are selling gold an...
upgradinginvestments.wordpress.com
Managers’ Special Report: August 2010 overview | Market Commentary on Upgrading
https://upgradinginvestments.wordpress.com/2010/08/06/managers-special-report-august-2010-overview
Market Commentary on Upgrading. Insights from DAL Investment Company. Managers’ Special Report: Buys and Sells – Core Equity Funds. Managers’ Special Report: August 2010 overview. August 6, 2010. Since our last report. This entry was posted in Managers Special Report. Managers’ Special Report: Buys and Sells – Core Equity Funds. Leave a Reply Cancel reply. Enter your comment here. Fill in your details below or click an icon to log in:. Address never made public). Notify me of new comments via email.
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Near Term Performance: Still the Best Way to Select Funds | Market Commentary on Upgrading
https://upgradinginvestments.wordpress.com/2010/06/16/near-term-performance-still-the-best-way-to-select-funds
Market Commentary on Upgrading. Insights from DAL Investment Company. Managers’ Special Report. Managers’ Special Report: Tactical Model Perspective →. Near Term Performance: Still the Best Way to Select Funds. June 16, 2010. DAL President Janet Brown is a contributor to the Forbes Investor Team blog, Intelligent Investor. The following was excerpted from her post, Staying Local with Your Funds. Click on the chart to see it in a larger format.). But while near term performance can tell us where to invest...
upgradinginvestments.wordpress.com
Market Commentary on Upgrading | Insights from DAL Investment Company | Page 2
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Market Commentary on Upgrading. Insights from DAL Investment Company. Newer posts →. Managers’ Special Report: Buys and Sells Core Equity Funds. June 7, 2010. Based on data from June 4, 2010. Core equity funds (Class 3 for newsletter subscribers). Century, followed by an extended period of leadership from foreign funds, our greatest conviction is that fund leadership will continue to change over time. For now, our highest ranked core funds are primarily mid-cap and value funds. Core Equity Funds (Class 3).
upgradinginvestments.wordpress.com
Managers’ Special Report: Buys & Sells – Flexible Income Funds | Market Commentary on Upgrading
https://upgradinginvestments.wordpress.com/2010/08/06/managers’-special-report-buys-sells-–-flexible-income-funds-4
Market Commentary on Upgrading. Insights from DAL Investment Company. Managers’ Special Report: Tactical Model Perspective. Managers’ Special Report: Buys and Sells Speculative Equity Funds →. Managers’ Special Report: Buys and Sells Flexible Income Funds. August 6, 2010. Based on data from August 3 , 2010. We have moderately increased our portfolio duration since our last report, selling some shorter-term funds and increasing our current yield. We have also added to US dollar-hedged foreign bond fund.
upgradinginvestments.wordpress.com
Managers’ Special Report | Market Commentary on Upgrading
https://upgradinginvestments.wordpress.com/2010/06/07/managers-special-report
Market Commentary on Upgrading. Insights from DAL Investment Company. Managers’ Special Report: Buys and Sells Core Equity Funds. Near Term Performance: Still the Best Way to Select Funds →. Managers’ Special Report. June 7, 2010. Each month, DAL Investment Company’s team of portfolio managers provides the following commentary. What we’re buying and selling and how portfolios are being re-positioned. Core Equity Funds (Class 3 for newsletter subscribers). Learn how we at DAL create portfolios. Follow &ld...
upgradinginvestments.wordpress.com
Managers’ Special Report: Tactical Model Perspective | Market Commentary on Upgrading
https://upgradinginvestments.wordpress.com/2010/08/06/managers’-special-report-tactical-model-perspective-4
Market Commentary on Upgrading. Insights from DAL Investment Company. Near Term Performance: Still the Best Way to Select Funds. Managers’ Special Report: Buys and Sells Flexible Income Funds →. Managers’ Special Report: Tactical Model Perspective. August 6, 2010. Based on data from August 3 , 2010. The year has been quite a roller coaster ride. Our tactical portfolios were much less volatile and boast modest gains. This entry was posted in Managers Special Report. Leave a Reply Cancel reply. You are com...