The Boeing Company
VIP Fund Rotation Strategy

401(k) Voluntary Investment Plan



 

Returns

Safety

Simplicity

Control

Examples



Welcome!
Market momentum has long been proven to be the best predictor of future price movements. SectorSurfer is an automated investment advice tool for self-directed retirement plan accounts. Its high performance sector rotation algorithms keep you in the best funds during bull markets and its StormGuard algorithms move you to the safety of a money market fund during bear markets.  SectorSurfer evaluates each Strategy daily and sends 2 to 5 Trade Alert emails per year when a trade is required. If you prefer having personal professional advice, please contact one of our listed SectorSurfing Professional Financial Advisors.


SectorSurfer Strategy Performance

The performance of SectorSurfer's trend-following asset class rotation algorithms, as applied to Boeing VIP funds, is depicted in the  chart below. Simply by determining which of the funds has leadership and owning only that fund for the next month SectorSurfer achieves the performance depicted by the yellow line on the chart. To better understand how SectorSurfer works, be sure to click each slide above (or its text title below each thumbnail) to review the topic's summary information. The chart below has numerous mouse-over hot spots that provide a brief popup text description of the chart object, and many chart objects can be clicked to link to a more complete description. For a more theoretical discussion, please review the Sector Rotation Theory page.


To add this to your My Strategies list, click the icon to open the Select-a-Strategy popup window and select 401k - Boeing VIP from the list.


About Proxy Funds Funds:

The Boeing VIP Funds do not have ticker symbols of their own, and thus do not have electronically available market data. However, they are managed to replicate the returns of various specified market indices, which do have a ticker symbol and do have electronically available market data from which a SectorSurfer Strategy my be build and from which investment decisions made. SectorSurfer utilizes the available historic market data matching the specifications of the Boeing Funds as specified below.

Boeing Fund Name SectorSurfer Symbol Proxy Fund Name or Symbol
Lifecycle 2020 Fund STLCX BlackRock LifePath 2020
Lifecycle 2030 Fund STLDX BlackRock LifePath 2030
Lifecycle 2040 Fund STLEX BlackRock LifePath 2040
Lifecycle 2050 Fund STLFX BlackRock LifePath 2050
S&P 500 Index Fund SP500 SP-DA, S&P 500 (dividend adjusted)
International Index Fund EFA ETF - ETF: MSCI EAFE Index
International Companies Fund CWI CWI - ETF: MSCI ACWI x US
U.S. Large Companies Fund RU1KI Russell 1000 Div.Adj. Index
Russell 2000 Index Fund RU2KI Russell 2000 Div.Adj. Index
U.S. Small/Mid Companies Fund RU25I Russell 2500 Div.Adj. Index
Global Equity Fund ACIM ACIM - ETF: MSCI ACWI IMI Index
Bond Market Index Fund AGG AGG - Barclays US Agg. Bond Index
Boeing Stock Fund -- not included -- see: How to Build a 401k Strategy
Other Funds -- not included -- see: How to Build a 401k Strategy

Boeing VIP 401(k) Plan Funds
The funds included in the chart above are investment options available for use within the Boeing Voluntary Investment Plan according to the most recent information we have. However, from time-to-time it is not uncommon for a plan's custodian to change one or more of the plan investment options available to participants. Pease diligently check the plan's fund list currently provided to you by your plan custodian against the funds included in any version of this Strategy that you may use. SectorSurfer Strategies are fully customizable. You are not limited to using only the combination of funds included in the above Strategy, but may add or subtract funds to customize it as you please. If you find that the selection of funds in this Strategy is outdated and you have an update to share, or if you have a measurably better Boeing VIP 401k Strategy you would like to share, please contact us via our Plan Update page.



Retired?  Employed Elsewhere?  Over 591/2?  
Upgrade your 401(k) to an IRA to Unleash SectorSurfer's True Sector Rotation Potential!

You can escape from the paltry performance of your 401(k)'s over-diversified funds by rolling them over into an IRA account where you'll have access to a wide variety of country and sector funds that will unleash the full performance potential of SectorSurfer's True Sector Rotation algorithms. Good returns are required to reduce "retirement risk," which is the risk at age 65 that your savings aren't sufficient and you may have to work longer or reduce your standard of living. While traditional diversification addresses the relatively short term investment risk, its paltry returns can lead to longer term retirement risk problems. Don't win a battle but lose the war.

Learn Here how to convert your 401(k) to an IRA. Then check out  the many excellent Safety Strategies on our Hall of Fame page.


We Believe:

• High performance investment software should be for everyone — not just big Wall Street firms.
• Diversification is not a justifiable reason to own poorly performing funds — they hurt your portfolio.
• Great investment advice isn't a fund sorting tool — it's automatically selecting this month's best fund.

How We Work

How We Work




We'll do the Hard Work ...           
         ... While You go Have a Life!

How We Work

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Getting Started

Getting Started

• Study:  Returns, Safety,
Simplicity, Control, Examples

Review: Subscriptions,
Free vs Premium Strategies

Ready? SectorSurfer Sign Up

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Specific Quick-Start Instructions
Follow these steps to quickly set up your SectorSurfer account to use this Strategy  ...  (click to read more)

Click to Signup for a SectorSurfer account. It costs nothing to get started.1. Click the Signup Wizard button on the right to create your account. It costs nothing to open an account and experiment with custom strategies or make use our totally Free Strategies.  See Member Plans Page for details about Free and Premium Memberships.

    a) On the Create an Account screen specify your username, password, full name, and email address.
         Then click

    b) Next is the Account Information Screen. Complete the below steps and then click
      -  Section A: Optionally add a backup email address or cell text number for your Trade Alerts. Click the button.
      -  Section A: Optionally enter your Referrer's name to give them credit. Review the Referral-Name you'll give others.
      -  Section B: Review the subscription options and click checkbox to acknowledge having read it.
      -  Section C: Optionally order a subscription (required to receive Trade Alerts for this Strategy). Acknowledge the checkbox.

    c) Next is the Application Settings Screen to determine how you would like your Trade Alerts handled and then click
 
  
 You're Now Are a SectorSurfer! 


2. The My Strategies Page will automatically be your next destination. This is your definition list of personal Strategies.

    a) Please watch the short video demo. It will save you time and frustration. Click its icon in the upper left of the page.

    b) Note the other help resources in the upper left and bottom of the page.

    c)
Experiment with the Example Strategies provided. Mouse-over the icons and ticker symbols. Click things to see what they do.

    d) To import the above Strategy into your My Strategies execute the following steps:
       - Click the  icon in the 2nd row to get the Select a Strategy popup screen.
       - Scroll down until you see the Strategy name matching the above Strategy, then click its line to highlight it.
       - Then click the button near the bottom to import this Strategy into your personal list.
 
   Now You're Really SectorSurfing! 


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Note: SumGrowth Strategies, LLC and its SectorSurfer product are not associated with or sponsored by Boeing or the Boeing 401(k) Plan. SumGrowth Strategies is a privately
 held company with a mission to help individuals improve their retirement plan prospects by providing state-of-the-art automated investment portfolio analysis and advice.