Fund Model Portfolios
An educational service empowering you with weekly updates on various fund sector analysis and performance tracking
Whether you have a company or personal retirement portfolio that trades mutual funds, it needs to be actively managed. We have seen many of our client portfolios lose -40% to -60% during the financial crisis in 2008.
We demonstrate how we manage our personal portfolios through weekly recaps, performance tracking and equity curves.
PACKED WITH FEATURES
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JOIN US IN 4 EASY STEPS
Step #1 - Payment
Checkout using Paypal or any major credit card.
During your trial you may unsubscribe at anytime, simply contact us.
Step #2 - Register
You’ll be redirected back here to complete your registration.
Please use the same email address as you used for payment.
Step #3 - Check Your Email
Please check your email for login details
or if you had any problems to complete your registration.
Step #4 - You're On The List!
Email will be the primary means of notifying you of any updates.
There will also be member’s only content requiring you to login for access.
TESTIMONIALS
It's not necessarily that your approach and sharing of your market information is simple, because it is not. But it is clear, both in communication and in execution. And for those who are interested, you offer clear charting, explanations and performance comparisons. I know the analysis and trade decisions that you make are not always simple, but you offer clarity for your subscribers, and that is a very important difference between yourselves and others.
I chose to subscribe to MyPFund through referrals at CX. I had previously explored other IFA's and gone as far as meeting with one large HK based IFA numerous times. I felt they were hiding something as they were not initially upfront when it came to fees (hidden) and post investment contact. I liked MyPFund's upfront approach and information-only service and the fact they do not influence my investment decisions.
I have always received excellent information from MyPFund. Timing and quality have always met my expectations and everything is communicated in a professional and educational manner.
FREQUENTLY ASKED QUESTIONS
How am I notified of market updates and switching alerts?
As a subscriber the primary means to notify you is by email. Â You need to be on the list to receive these real-time updates. These real-time updates will be delayed for the free portion of the website.
I noticed that you do not report on all of the market every week, why is this so?
We only report on the developments and performance with our holdings and sectors on our radar.  This is not a broad info service as you can get that elsewhere.  It is specific to what’s in play, which funds to capture that move, and how goes it with performance quantified.
On average how many switching alerts happen in a year?
It depends, but if you look at the switching log for each of the model portfolios, roughly there are 5-6 switchings to your holdings and about 1-2 for the future allocations each year. Â Funds are slower moving and our strategy looks at the major sectors and mainly equities.
In general how long is a cycle for a sector?
It depends, but generally for each sector the cycle of opportunity is roughly 2-3 years. Â Depending on volatility this maybe even shorter.
We trade bull-bear market cycles and for example prior to the GFC in 2007-2008 there were 2-3 years of explosive growth in blue chips and developed markets. Â Then there was a year of the market crash where all holdings were placed in bond funds. The next cycle appeared soon after from late 2008-2011 and the emerging markets (BRICs) were in play. Â Then there was the US. Government Downgrade in the summer of 2011 and a few other items which the portfolio was moved to safety. Next up was a mix of China, Japan, Europe, Healthcare, Telecom etc. from 2012-2015. Currently we are in the bull cycle of Gold from 2016.
How do I get the most out of this service?
Firstly this is not an advisory service and what you do with the information is not monitored or tracked. We do not advise or influence you to make investment decisions.
If you already have a portfolio, you may consider doing the first 2 steps of finding equivalent funds and alignment to a model portfolio. After this is done it is basically on autopilot and once you are notified of what we switch for our model portfolio then you may choose to do the same and follow along. If you are more sophisticated you may also consider the stocks and other items mentioned at your discretion.
Does this information constitute advice? Is this service regulated?
What is your refund policy?
We’re quite confident you will benefit from this service but it does come with a 30-day no charge, free as a trial.  During this time you may cancel anytime by emailing us and we will remove you from the subscription list.  After 30 days, a recurring monthly payment will be charged. If during the month you wish to cancel, simply email us or cancel the recurring order on your side and you will not be charged in the next month.