New SectorSurfer Investment Advisory Tool Increases Upside and Reduces Downside in Mutual Fund Trading
Remember how your mother told you, “If something sounds too good to be true, it probably is.” A Seattle company, SumGrowth Strategies, LLC, says their proprietary trading advisory tool can outperform the market and has a track record to prove it. With results from their small current client base averaging 10% more than market averages, they may prove mom wrong.
Their investment advisory tool, called SectorSurfer®, selects the best fund for growth in a group of funds. Its counterpart, StormGuard™, advises when to exit downward trending funds and put the dollars into money market funds. Based on that advice, the client does the actual trading using their own broker. By going to www.sumgrowth.com, and using the Sign Up Wizard, anyone may try SectorSurfer for free. Just by reducing the downside and increasing the upside, their client returns are beating the market averages month after month after month, including the most recent prolonged downturn. SumGrowth Strategies founder and CEO Scott Juds perfected the system over 15 years and has had clients using it for the past two.
How SectorSurfer Works
Most people who invest have more than one account, for example both a Roth IRA and a 401(k) account, in their portfolio. They know what they want from their investments—growth, income, safety, etc.—but they seldom have a management strategy to tell them what to do to achieve their goals. Many rely on an investment advisor and the most common advice they receive is—diversify.
SectorSurfer offers a different approach. First you choose a family of funds that supports your goal for a particular account. If you have more than one goal, you may choose more than one fund family but it will affect pricing. For example, in your Roth account you might choose a diversified fund while in your 401(k) you might choose a bond fund and an income fund.
The key difference is that within each family of funds you will hold only one fund at a time. Why? Because there can be only one leader in each category or sector and SectorSurfer uses proprietary sector rotation algorithms (complex mathematical formulas in a specific sequence) to continually find the leading fund for you. There is no reason to own even the second place fund when you can have the top one. When it’s time to sell that one and move to a better performing fund in that family, SectorSurfer tells you what to buy and when to make the trade. On average, you might make 3-5 trades each year in a given family of funds.
Originally developed just for mutual funds since that is where most retirement funds are invested, SectorSurfer also works well with stocks and Exchange Traded Funds (ETFs) but there are fewer choices at this time due to a more limited data base.
The pre-made Free Public Strategies are fully functional and provide current data; however, the pre-made Premium Public Strategies, which have produced returns as high as 44% over three years, are seen with 90-day-old data until a small subscription fee is paid. The monthly subscription fee ranges from $10-30 maximum, depending on how many funds you use at one time. SumGrowth does not handle the actual transaction when you buy or sell and therefore charges no commissions or transaction fees.
“The biggest obstacle to getting people to try our system, even though we can document our results, is the fear of the unfamiliar and the lack of hand holding,” said Juds, the developer of SectorSurfer. “Most people are more comfortable with an investment advisor who will tell them what to do rather than relying on purely objective information and following through on their own. But all who have tried it tell us emphatically that they would not return to their old ways. It’s hard to argue with empirical results.”
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