Healthcare Sectors Stock Portfolio
 Biotechnology, Healthcare Plans, Medical Equipment and Medical Supplies

Secret SOS

A Portfolio of Strategies

(Each Strategy selects a Home Run Hitter)




Welcome!

SectorSurfer levels the playing field with Wall Street by putting the power of award winning high performance investment algorithms in your hands. Its True Sector Rotation algorithm holds only the momentum leader during bull markets, and its StormGuard algorithm protects and grows your assets during bear markets. Only by owning the trend leader and avoiding the trend laggards can you simultaneously improve returns and reduce risk.




Stock Portfolio Design - There's a Better Way

The Healthcare Sectors Stocks Portfolio holds a set of four underlying stock Strategies, each of which selects one stock for the Portfolio-of-Strategies to hold. Each of the underlying Strategies evaluates a set of candidate stocks derived from the same market sector, which helps reduce system noise and improve the probability of selecting the true trend leader. SectorSurfer optimally extracts trend signals from noisy market data utilizing the cross-disciplinary mathematics of electronic signal processing and matched filter theory, the same mathematics that enables Ethernet, Wi-Fi, and smart phones to perform so well.

The Portfolio of Strategies configuration was developed to provide the ultimate in risk/return performance during both bull and bear markets. Risk is not a one-dimensional problem cured by a single step of diversification. A Portfolio of Strategies utilizes four distinct types of diversification to overcome the inherent shortcomings of Modern Portfolio Theory (MPT), Dynamic Asset Allocation (DAA) and Tactical Asset Allocation (TAA). A Portfolio of Strategies includes these risk-reducing, return-preserving steps:

1. Sector and asset class funds eliminate the risk of single-company failure while still retaining better return prospects.
2. True Sector Rotation reduces risk by avoiding trend laggards, and improves returns by selecting only the trend leader.
3. StormGuard-Armor reduces risk by exiting the market when its three components indicate that stocks are no longer safe.
4. Bear Market Strategies make positive returns more likely during a market crash, reducing the risk of meeting your objectives.

 

Portfolio Construction
The Healthcare Sectors Portfolio (top chart) holds four Healthcare Sector Stock Strategies. Each Strategy selects the one, and only one, designated trend leader to represent the Strategy in the overall Portfolio. The Portfolio holds only those four stocks, equally weighted at 25%, and is rebalanced quarterly to the assigned allocation weights. The impressive results produced by averaging together the home-run-hitters selected by the four underlying Strategies is immediately obvious upon viewing the chart.
 
     Stock Strategy #1 — Biotechnology    — 25%
     Stock Strategy #2 — Healthcare Plans    — 25%
     Stock Strategy #3 — Medical Equipment   —25% 
     Stock Strategy #4 — Medical Supplies   — 25%
 

The Portfolio chart plots performance for each of the contributing strategies with the portfolio's net performance in yellow and the S&P500's performance in white. The chart performance statistics speak for themselves. A more detailed performance data spreadsheet can be downloaded for review and analysis.
  for Portfolio
 
   

Underlying Stock Strategies
Each of the four underlying stock strategies evaluate a set of ten candidate stocks determined on the basis of their participation in ETFs representing its particular market sector. The MDY, SPY or MVV index ETF is additionally included in the set to compete against the stocks as a sort of performance backstop. Each month SectorSurfer's algorithms determine which one, and only one, of these candidates is the current trend leader and should be owned. Owning only the trend leader is referred to as True Sector Rotation (or serial diversification) and is a powerful investment ally best appreciated through its performance.

Click a chart or:
for Biotechnology
for Healthcare Plans
for Medical Equipment 
for Medical Supplies


SectorSurfer Strategies typically produce only about four trades per year, and Forward-Walk-Progressive-Tuning, the industry gold standard for backtesting, is standard.
 
 

SectorSurfer Makes it Simple
This set of Strategies is easily imported into your own account where you can use them directly or edit them to better fit your needs. If you're interested in other fund families or ETFs, start with our Strategy Hall of Fame to view powerful Strategies built by our users. Additional background material can be found in the resource links at the bottom of this page, on the Home Page, on the Sector Rotation Theory page, and on the Advanced Topics page .
 
 

There's a Better Way to Select Stocks
SectorSurfer can put True Sector Rotation to work for you.


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                                               Strategy-IDs
635983014281655062-208-20-119908  •  Biotechnology
635983014281655062-208-21-119943  •  Healthcare Plans
635983014281655062-208-22-119946  •  Medical Equipment
635983014281655062-208-23-119948  •  Medical Supplies

( See: How to add this Strategy to your list. )
( See: How to Make SectorSurfer Portfolios.)

Portfolio Holding Four Healthcare Strategies

Fidelity Funds Portfolio w/ Tactical Diversification

Strategy #1 — Biotechnology — 25% Weight

Fidelity Strategy Sector Rotation

Strategy #2 — Healthcare Plans — 25% Weight

Healthcare Plans Strategy

Strategy #3 — Medical Equipment — 25% Weight

Medical Equipment  Strategy

Strategy #4 — Medical Supplies — 25% Weight

Medical Supplies Strategy


How to Become a SectorSurfer

How We Work

How We Work




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

How We Work

Resources

Validation  

Technology  

AAII Seminar

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Getting Started

Getting Started

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

Review: Subscriptions,
Free vs Premium Strategies

• Ready? It Costs Nothing to Start - Let's Get Surfing!

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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!