ETFs, Leveraged ETFs, Sector Funds

[No-Quarter]

Welcome.

You are asking the right person about the spreadsheets. That's not me.

Here is what I am doing -

Go to the upper right hand corner of the below page and enter your email address for a free Surfer trial period.

http://www.sumgrowth.com/default.aspx

Now in the upper half of the Surfer page, 'Active Strategy's', you can enter in up to 12 mutual funds from your 401k plan into one 'strategy', then click on the 1 month sort and see what it tells you.

This is similar to the 'pony express' analagy on 'Bob's Mutual Fund Page' where you 'ride one horse (fund)' until another is better, then switch 'horses'. Instead if switching horses, Sumgrowth calls it switching waves to surf.

If you have more than 12 funds in your 401k plan, go to the lower 'sandbox' area of the Surfer page and create multiple 'strategies' until you have all your funds included, click on the 1 month sort for each, and identify the higher performing ones in each one. Now take the 12 highest performing funds from the sandbox, and enter them into your upper 'Active Strategy.

If you like what you see, you can turn an 'Active Strategy' into a paid strategy for more real time info and email alerts by turning your free trial into a paid membership with a CC# for $10/mo.

If you click on the 'Hall of Fame' page, then click on 'Mutual Funds', you will find examples using Fidelity funds. Some only Fidelity Select Funds.

GLTY!