Mutual Fund Selection
For many investors, choosing among Mutual funds is a critical component of successful investing. Strategies deployed by the portfolio managers of top performing mutual funds typically have good corporate performance metrics for the stocks they use in the portfolio.
These reports measure the recent and historical performance metrics for mutual funds. We create the corporate-accounting-based performance metrics using numbers created from the most recent company filing with the SEC. From the company level, we create a weighted average for the fund and measure which mutual funds are generating improving company performance metrics and which are lagging.
We offer a custom mutual fund analysis service. Sign up for an annual $99.00 “Passive Player” membership and create the ongoing analysis for your favorite mutual fund portfolio. When other players choose your mutual funds as their benchmark you GET PAID
Our “enhance a fund” active portfolio strategy service empowers you to make stock selection choices within the mutual fund company list, creates recommendations in the strategy of the fund and generates trade recommendations over time. Sign up for an annual $299 “Active Player” membership and enhance your favorite Mutual fund. When other OTOS members choose your enhanced mutual fund strategy as their benchmark you GET PAID!
Funds available for analysis are:
Wells Fargo Small Cap value
Putnam Growth Opportunities
T Rowe Price retirement
Perkins Small Cap Value
Goldman Sachs Large Cap value
Bridgeway Aggressive Investors
American Funds New Perspective
Alpine Realty Income
Columbia Energy and Natural Resources
SSGA Tuckerman Active REIT
Bridgeway Ultrasmall company
Marisco 21st Century
To request your favorite mutual fund, sign up for an annual $99.00 ‘Passive Player” membership and the OTOS team will retrieve the stock components and create a report for the fund that will be delivered to you quarterly. Sign up for an annal $299.00 “Active Player” membership and the OTOS team will deliver a weekly decision prompt report that will allow you to enhance the fund relative to the component stocks and in the context the fund strategy and objectives.
When OTOS members subscribe to your cloned or enhanced fund strategy, you GETPAID!