Mutual Funds
We have developed, successfully tested and are currently invested in mutual fund strategies from Vanguard and Fidelity. We plan to add more fund families in the future depending on the demand from our subscribers and success of our models.
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Depending on your situation, you can subscribe to Vanguard plan or Fidelity plan or to our Mutual Fund pack that gives you access to both fund families. We invest in both as my retirement plans are with Fidelity and my wife's retirement plans are with Vanguard. Another reason to invest in both is for diversification and since we only use low fee funds, costs should be low compared to the benefits.
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In this plan you'll get recommendations for the best mutual funds to hold - one for Vanguard and one for Fidelity. Based on our proprietary strategies, the recommended funds have the most likelihood of performing better than the market, especially on a risk adjusted basis.
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Since many investors use mutual funds in their retirement accounts, our strategies are geared toward prudent outcomes that are still far superior than the market.
Over the one year time frame since May 21 2019, we have grown our investments by ~27% through our reliable strategies in the Mutual Fund Pack. These kinds of returns are phenomenal. We essentially generated more than 4x the market returns while drastically reducing the risk. Risk adjusted returns have been 2x better than the market.
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We couldn't be happier and more confident in sharing these strategies with our subscribers. During the one year period from May 21 2019, these strategies have successfully endured the massive correction in August 2019 and the COVID-19 crash. They were also extremely agile to get back in the right funds and take advantage of the market rallies from October 2019 till January 2020 and since March 23 2020 COVID-19 low point.
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While we always recommend to our readers what we practice and implement for ourselves, not everyone has the same needs, desires or expectations. As such, we also provide you the flexibility to invest in only one of the two plans - Vanguard or Fidelity.
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