Fishing with Mutual Funds

Today's Financial News - Posted September 10, 2008

A portfolio of mutual funds solves a lot of problems for the average investor. In a market that seems to have no boundaries, it would be nice to know you have a time-proven market expert who is watching it for you every minute of every market day. It’s even nicer if it’s only $79.

by Steve McDonald

Baltimore — (TFN):Today we are looking at something totally different, a portfolio of mutual funds. Why mutual funds? Because they solve a lot of problems that the average person has with investing.

Before we get into that, lets talk about Alex Green, again. If you’re a regular viewer of UTM, you know that I think Alex is one of the best stock pickers in the business. He has about 20 years of experience as an analyst and money manager, and has one of the best long-term track records in the business. He is considered by many as one of the best to have ever worked in the biz.

The Gone Fishin’ Portfolio (GFP) is one of the many model portfolios that Alex runs for the Oxford Club and it was designed for people who don’t want to spend all day in front of the computer trading stocks.

***Can’t bear to read more? How about you listen to it? ***

If you know anything about mutual funds, you know they have a manager that does all the work for you and reports to you every month, or quarter, to tell you how he’s done.

A mutual fund covers all the bases. In one fell swoop you get diversification, position sizing, active management and a very specific description, called, the philosophy of the fund, that tells you exactly how the manager will manage your money.

What Alex has done, to add even more diversification, is to put together a list of mutual funds that cover just about every aspect of a well thought out asset allocation model.

This portfolio includes funds that specialize in gold, large cap stocks, small cap, mid cap, international stocks, you name it, Alex has it covered.

The idea is for you to have a well-managed, diversified portfolio that covers all the areas of a good asset allocation model and rebalance it every year. In other words, once a year he goes through it and balances out the amount of money that should be in each fund, to avoid any unintentionally oversized positions.

As with all funds, the performance is measured against the S and P. Each year since 2000, the Gone Fishin’ Portfolio has beaten the S and P, some years by as much as seven points.

The beauty of this type of investment is that, you still have a life and you run your money simply with the help of experts with a long track record of beating the market.

How do you get in on this? Professional management, diversification and an asset allocation model? Well, a private money manager can cost you as much as one per cent per year. So if you have 250,000 being managed, it could cost as much as $2500 per year. But Alex makes all this available for just $79 per year. That’s all it cost to join the OXF, $79 per year. And in addition to this recommended portfolio you get three more that have track records as good or better than the Gone Fishing Portfolio.

$79 to join the best source of research I have found in the 25 years I have been in the Markets, the OXF, and the GFP is included.

In a market that seems to have no boundaries, it would be nice to know you have a time-proven market expert who is watching it for you every minute of every market day. It’s even nicer if it’s only $79.

Give us a call at (888) 570-9830 to join the club and we’ll walk you through how this can be the best thing you’ll do for your money this year.

The Gone Fishin’ Portfolio by Alex Green: (888) 570-9830

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