Learn to Build an Automated Sector Fund Investing System in Excel
Everything you need to build a successful investing system for your 401(k) or IRA
What You Get
How To Course
Step-by-step course covers strategy, data, formulas, VBA and FAQs.
Price Data Import
Detailed instructions on importing price data into Excel.
Back Test Model
Includes a complete back testing model with detailed stats.
Your Watch List
Build a profitable investing tool for your watch list of funds or ETFs.
This course walks you step-by-step through building an automated long term sector fund rotation investing model using Excel. Excel’s VBA language is used in conjunction with spreadsheets, links and formulas to deliver a powerful and flexible investing tool.
The model is based on the classic market economist’s Sector Rotation Model which identifies the most likely sectors to profit during any given economic market cycle phase. Crucial improvements have been added that eliminate the guesswork in timing sector fund changes. Over long periods the strategy can significantly outperform diversified buy and hold investing by focusing capital on economic sectors most likely to outperform the overall market.
You are shown how to identify the funds or ETFs most likely to generate profits using three proven indicators: relative strength, moving average crossovers and moving average slope. The system allocates capital to market sectors most likely to generate superior returns, with confirmation from actual price movements. It can be used with any mutual fund, sector fund, index fund, ETF or ETN.
The course teaches you how to import free weekly price data from the Internet. It also shows you how to import prices into Excel using a DDE link from your broker or data provider if you have one available.
A pre-built back testing model is included that lets you test up to 10 different funds or ETFs versus buy and hold over 10 years of price history. The back testing model calculates and displays detailed performance and risk statistics to help you construct a profitable portfolio.
Watch List & Signals Sheet
Back Testing Model
Calculate buy/sell signals on a large number of funds or ETFs in seconds
Integrate Excel, VBA, formulas and data sources into a profitable investing system
Apply the knowledge you learn to any Excel modeling or research project
Save significant money by eliminating recurring software and data costs
Get instant access to the materials in a zip file emailed directly to you
**CFTC RULE 4.41 – HYPOTHETICAL OR SIMULATED PERFORMANCE RESULTS HAVE CERTAIN LIMITATIONS. UNLIKE AN ACTUAL PERFORMANCE RECORD, SIMULATED RESULTS DO NOT REPRESENT ACTUAL TRADING. ALSO, SINCE THE TRADES HAVE NOT BEEN EXECUTED, THE RESULTS MAY HAVE UNDER-OR-OVER COMPENSATED FOR THE IMPACT, IF ANY, OF CERTAIN MARKET FACTORS, SUCH AS LACK OF LIQUIDITY. SIMULATED TRADING PROGRAMS IN GENERAL ARE ALSO SUBJECT TO THE FACT THAT THEY ARE DESIGNED WITH THE BENEFIT OF HINDSIGHT. NO REPRESENTATION IS BEING MADE THAT ANY ACCOUNT WILL OR IS LIKELY TO ACHIEVE PROFIT OR LOSSES SIMILAR TO THOSE SHOWN.