True Sector Rotation Strategies

 Market Momentum Investment Analysis & Trade Advice



 

Returns

Safety

Simplicity

Control

Examples



Welcome!

SectorSurfer provides automated strategy investment analysis and trade advice that levels the playing field by putting the power of sophisticated investment algorithms in your hands. With just a few trades per year, a SectorSurfer True Sector Rotation Strategy holds only the momentum leader during bull markets, and its StormGuardTM algorithm moves you to safe alternatives during bear markets. SectorSurfer's trend-following algorithms were specifically designed to help you manage self-directed 401(k) investments and IRA investments without turning you into a day-trader. An email Trade Alert is sent when a trade is signaled, just a few times per year.

SectorSurfer Strategies Overview
A SectorSurfer Strategy consists of a selection of up to 12 stocks, mutual funds, or ETFs chosen to manage an investment account. For example, the Strategy may focus on country funds, sector funds, conservative bonds, or individual stocks. After selecting up to a dozen funds/stocks for your Strategy, it's SectorSurfer's job to use its True Sector Rotation algorithms to determine which one (and only one) of the dozen to own at any given time. It is only by owning the top trend leader and avoiding the trend laggards that you can simultaneously improve your investment returns and reduce the probability of year-over-year loss.

To better understand how SectorSurfer Strategies achieve such high performance, please click each of the title-slides above (or the text below each thumbnail image) to review the topic's information in more detail. The charts below have 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.
 

• FREE Strategies answer the basic question: Stocks? Bonds? or Cash? Our ready-made FREE Strategies perform much better than market averages, such as the S&P 500 index and may be used by anyone without limit absolutely free of charge.

• Premium Strategies unleash the full potential of SectorSurfer's algorithms. Our ready-made Premium Strategies for mutual funds, ETFs and stocks perform much better than FREE Strategies and are available for a small monthly subscription fee.


Example True Sector Rotation Strategies

Use Them Directly, or Use Them to Inspire You Own Custom Strategies

Free Strategies


Income, Bond and Asset Class Strategies
The Strategies listed in the table below may be fully used by anyone absolutely FREE of charge. These mutual fund Strategies include two primary types: (a) basic asset class Strategies (stocks, bonds, and cash) that have produced about 12% - 14% return over the last 15 years while substantially avoiding the punishing market downturns during that period, and (b) basic conservative financial sector Strategies (bonds, mortgage securities, and treasuries) that have produced about 7% to 10% over the last 15 years and are substantially immune to the volatility of the equity markets.

To use one of these Strategies in your SectorSurfer Portfolio, go to your My Strategies page and import it to your personal Strategies by clicking the Strategy icon and selecting the Strategy from the list. SectorSurfer is now ready to track this Strategy daily and send you email Trade Alerts when a fund trade signal is generated by the Strategy.


 
      FREE Mutual Fund Strategy Examples  (click chart to enlarge)
SectorSurfer Chart: Fidelity - Income, Bond Funds Strategy
Fidelity - Income, Bond
SectorSurfer Chart: Columbia - Income, Bond Funds Strategy
Columbia - Income, Bond
SectorSurfer Chart: Columbia - Asset Class Funds Strategy
Columbia - Asset Class
SectorSurfer Chart: American Funds - Asset Class Funds Strategy
American - Asset Class
SectorSurfer Chart: BlackRock - Asset Class Funds Strategy
BlackRock - Asset Class
SectorSurfer Chart: Fidelity - Asset Class Funds Strategy
Fidelity - Asset Class
SectorSurfer Chart: Vanguard - Asset Class Funds Strategy
Vanguard - Asset Class
SectorSurfer Chart: Dreyfus - Asset Class Funds Strategy
Dreyfus - Asset Class
SectorSurfer Chart: Franklin - Asset Class Funds Strategy
Franklin - Asset Class
SectorSurfer Chart: T. Rowe Price - Asset Class Funds Strategy
T. Rowe Price - Asset Class
SectorSurfer Chart: Fidelity - 529 College Fund Strategy
Fidelity - 529 College Fund
SectorSurfer Chart: Vanguard - 529 College Fund Strategy
Vanguard - 529 College Fund
SectorSurfer Chart: Janus - Asset Class Funds Strategy
Janus - Asset Class
SectorSurfer Chart: Oppenheimer - Asset Class Funds Strategy
Oppenheimer - Asset Class
SectorSurfer Chart: Van Kampen - Asset Class Funds Strategy
Van Kampen - Asset Class

ETFs/Mutual Funds


Premium Mutual Fund and ETF Strategies
The Premium Strategies in the table below have premium performance relative to the FREE Strategies above. Anyone may freely evaluate these 90-day-old charts for these Strategies at any time, but to view current charts and receive email Trade Alert notification requires payment a small monthly subscription fee. Premium Strategies were specifically designed to contain either diverse asset classes, focused market sectors, world countries/regions, or a mixed combination of these so that SectorSurfer's sector rotation and country rotation algorithms have the best opportunity to select the top trend setters for your portfolio.

To use one of these Strategies in your SectorSurfer Portfolio, go to your My Strategies page and import it to your personal Strategies by clicking the Strategy icon and selecting the Strategy from the list. SectorSurfer is now ready to track this Strategy daily and send you email Trade Alerts when a fund trade signal is generated by the Strategy.

For those seeking alpha as a measure of performance, SectorSurfer Strategies will surpass your expectations. Alpha is a risk-adjusted measure of the so-called active return on an investment. It is the return in excess of the compensation for the risk borne, and thus commonly used to assess active managers' performances. It is because SectorSurfer both reduces volatility during market crashes and has higher than usual returns that SectorSurfer has quite good alpha measurements.


 
     Mutual Fund and ETF Strategy Examples -   (click chart to enlarge)
SectorSurfer Chart: Fidelity - US Diversified Funds Strategy
Fidelity - US Diversified
SectorSurfer Chart: Vanguard - US Diversified Funds Strategy
Vanguard - US Diversified
SectorSurfer Chart: Janus - US Diversified Funds Strategy
Janus - US Diversified
SectorSurfer Chart: Janus - Mixed Funds Strategy
Janus - Mixed
SectorSurfer Chart: Green and Clean Funds Strategy
Green and Clean
SectorSurfer Chart:  Fidelity - International Funds Strategy
Fidelity - International
SectorSurfer Chart: Vanguard - Mixed Funds Strategy
Vanguard - Mixed Funds
SectorSurfer Chart: DWS Scudder - International Funds Strategy
DWS Scudder - International
SectorSurfer Chart: Franklin - Mixed Funds Strategy
Franklin - Mixed
SectorSurfer Chart: ETF Countries Funds Strategy
ETF Countries-1
SectorSurfer Chart: Fidelity - Sector Rotation Funds Strategy
Fidelity - Sector Rotation
SectorSurfer Chart: Vanguard - Market Sector Funds Strategy
Vanguard - Sectors
SectorSurfer Chart: BlackRock - Market Sector Funds Strategy
BlackRock - Sectors
SectorSurfer Chart: Columbia - Mixed Funds Strategy
Columbia - Mixed
SectorSurfer Chart: ETF iShares Market Sector Funds Strategy
ETF iShares Sectors
SectorSurfer Chart: Fidelity - High Income Funds Strategy
Fidelity - High Income-Bond
SectorSurfer Chart: Invesco - Market Sector Funds Strategy
Invesco - Sectors
SectorSurfer Chart: Rydex - Market Sector Funds Strategy
Rydex - Sectors
SectorSurfer Chart: DWS Scudder - Mixed Funds Strategy
DWS Scudder - Mixed
SectorSurfer Chart: ETF SPDR - Market Sector Funds Strategy
ETF SPDR Sectors
SectorSurfer Chart: Fidelity - Simple Sectors Strategy
Fidelity - Simple Sectors
SectorSurfer Chart: DWS Scudder - Market Sector Funds Strategy
DWS Scudder- Sectors
SectorSurfer Chart: Saratoga - Market Sector Funds Strategy
Saratoga - Sectors
SectorSurfer Chart: T.Rowe Price - Mixed Funds Strategy
T. Rowe Price - Mixed
SectorSurfer Chart: ETF Power Mix Sector Funds Strategy
ETF Power Mix

TopDog Stocks


TopDog LogoPremium TopDog Stock Strategies
Each TopDog Strategy is based on a well known Stock Market Index, or an "Investment Theme" set of stocks, and includes a corresponding selection of up to 12 stocks. It is SectorSurfer's job to determine which one stock, and only one stock, from the set of 12 to own at any given time. Simply by determining which of the stocks is the top trend leader and owning only that one stock SectorSurfer achieves the performance depicted by the yellow line on the Strategy charts below. While the popular Dogs of the Dow investment strategy says an underdog with great dividends will likely lead the pack in the future, many underdogs truly are underperforming. It's not time to own an underdog until it actually becomes the TopDog trend leader.
 

     TopDog Stocks Strategy Examples -  (click chart to enlarge)
Nadsaq-100 Stocks S&P-100 Stocks Dow Jones Stocks Investment Theme Investment Theme

Nasdaq 100-a

S&P 100-a

DJ-65 Composite

Woman CEO

Dividend Darlings

Nasdaq 100-b

S&P 100-b

DJ-30 Industrials

E.I.E.I.0.

Vice Squad

Nasdaq 100-c

S&P 100-c

DJ-20 Transports

Weekend Warrior

Top Drawer

Nasdaq 100-d

S&P 100-d

DJ-15 Utilities

Couch Potato

Bleeding Edge

Note: Individual stocks are more volatile than mutual funds or ETFs as they are not diversified and carry more risk of sharp loss from news about quarterly earnings misses, management scandals, and other adverse events. We strongly recommend use of the Prudent Investor Rule with stock Strategies: To reduce portfolio risk and volatility, invest no more than 20% of your funds in any one stock. That translates into "post-surfing diversification" — five or more Strategies each selecting one excellent stock.
 

Comparison To "Dogs of the Dow"
The chart to the right compares the TopDog DJ-65 Composite market index Strategy to the well-known "Dogs of the Dow" strategy performance as reported by TheStreet.com. The Dogs of the Dow strategy buys the Dow Jones Industrial stocks that are relatively low in price compared to their 52 week high, but which still pay relatively high dividends. Dogs of the Dow theory says these stocks will more likely perform better in the near future than their peers.

Our TopDog Strategies send the Dogs of the Dow back to the doghouse! A stock with TopDog leadership status is a much better predictor of future performance than is a stock suffering with underdog status. Dogs of the Dow theory presumes that stocks are often cyclically punished without cause and will recover. However, stocks are also punished for poor execution unrelated to market cycles. In the end, there is no justifiable reason to own a poor performing stock until it actually is trending higher at a stronger rate than its peers. Only the trend is your friend!
 

U.S. Stocks Available for Strategies:  NYSE, NASDAQ, AMEX

Our database, from FastTrack, contains well over 3,000 U.S. Stocks from the three major exchanges, which include many foreign Stocks listed for trading on the U.S. markets as an ADR (American Depositary Receipt). Popular market index lists are shown below for reference. However, we generally do not make new stocks available until  they have about 3 years of data. SectorSurfer's algorithm cannot properly characterize a stock that has not seen a variety of market conditions, and you risk the possibility of unexpected Strategy behavior in the future. If you must have a stock with a shorter history, you may be in love with it for the wrong reason. The right reason is increasing the probability of higher returns and decreasing the probability of loss. Fresh hype is not a sound reason for a financial marriage — character matters.
 

S&P-100 Stocks:  

NASDAQ-100 Stocks:  

DJ-65 Composite Stocks:  

Foreign Stocks Available for Strategies:  ASX-100, TSX-60, FTSE-100

Our database also includes most of the Australian Stock Exchange ASX-100, all of the Toronto Stock Exchange TSX-60, and most the London Stock Exchange FTSE-100. The symbols for these stocks have ".A", ".T", or ".L" appended to them for their corresponding exchange to prevent confusion with possible duplicate ticker symbols on other exchanges. Unfortunately our system is currently limited to a maximum symbol length of five characters, thus the stocks with greater than three characters are too long in our system when the two-character suffix is added, and therefore have been excluded. When searching for these stock in our system, try entering just the two-letter suffix to specifically find these stocks.

401(k), TSP, etc.

 
Retirement Strategies: Company, State, Federal — 401(k), 403(b), 457(b), TSP, etc.

Most of us make a selection of funds for a company retirement plan when starting new employment — and then never change a thing after that. It's sometimes a case of "out of sight, out of mind", or just not knowing how to decide which funds will perform best.

SectorSurfer is the only investment strategy tool that can create custom strategies for the dozen or so fund choices made available to you by your retirement plan custodian. With SectorSurfer, you will know which funds are best to own at any given time, and SectorSurfer will watch them daily and send an email alert when a trade is required. Otherwise, you can just go have a life.
 

Update or Submit a 401(k) Strategy:
If you would like help creating a 401(k) Strategy, or would like to submit one for posting in the list below for use by others you work with, please click the left blue button and follow the instructions. If the fund choices in a posted Strategy become obsolete, or if you have a measurably better Strategy you would like to share, please also click the left blue button.

 


Retirement Plan Strategy Postings

Click a table listing to link to the Strategy page.


Company 401(k) Strategies

 Symbol Company Name
AA Alcoa
AMRQ American Airlines
AMRQ American Airlines  (no T.Rowe Price)
AMZN Amazon
AMSC American Superconductor
ATI Allegheny Technologies
ATRO Astronics Corporation N.A.
-Aurora- Aurora Health Care
AAPL Apple
BA The Boeing Company
BAC Bank of America
Bon.Int. Bonneville International
CBS CBS
CI CIGNA
-Corum- Corum
CSCO Cisco Systems
DGX Quest Diagnostics
DLM Del Monte
ETN Eaton Corp
EBAY eBay inc.
EMN Eastman Chemical
FDX FedEx
GOOG Google
-HCA- HCA Holdings
HPQ Hewlett Packard
HD Home Depot
HUM Humana Inc.
IBM IBM
INTC Intel
MRGE Merge Healthcare
MSFT Microsoft
MMM 3M Company
MUR Murphy Oil
NTAP NetApp
ORCL Oracle Corp.
PAYX Paychex
SWY Safeway
SBUX Starbucks
SNCR Synchronoss Technologies
T AT&T
TXN Texas Instruments
UAL United Airlines
UPS United Parcel Service
VC Visteon
VZ Verizon
YHOO Yahoo!

Federal TSP Thrift Savings Plan

Federal & Military Thrift Savings Plan


University Savings Plan Strategies

State University Name
CA Caltech - JPL


Hospital Savings Plan Strategies

State Hospital Name
MA UMass Memorial Medical Center
NY Northern Westchester Hospital
KP Kaiser Permanente
WA Island Hospital


State Savings Plan Strategies

State State Name - Plan
CT Connecticut - 403(b)
CT Connecticut - 457(b)
NJ New Jersey NJSEDCP
NY New York State DCP 457(b)
TX Texas - 401(k)
TN Tennessee - 401(k)
WA Washington DRS Plan-3, PERS


529 College Savings Plan Strategies

BlackRock iShares 529 Plan ETF Strategy

Hall of Fame


Sharing Great Strategies
The Hall of Fame page is dedicated to sharing or finding high performance SectorSurfer Strategies developed by other SectorSurfers. It includes investment strategies for safety, mutual funds, stocks, ETFs. Strategies are ranked by their Score. Safety strategies rankings further consider return reliability and drawdown characteristics. Strategies are evaluated and ranked nightly according to posted rules.

 

Go See Them Now



What Others Achieved


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 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

Find a Financial Advisor

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!

Sign Up

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! 


Stocks & Commodities Review of SectorSurfer

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