Building an Automated Sector Fund System in MS Excel

This Guide walks you step-by-step through building a long term sector fund rotation model using Microsoft Excel. Microsoft's Visual Basic (VBA) language is used in conjunction with Excel's user interface, formulas, and calculation capabilities to deliver a powerful and flexible investment tool. The System is based on the classic market economist's Sector Rotation Model, providing several crucial improvements that eliminate the guesswork in timing fund switches. Over long periods, THE SYSTEM CAN OUTPERFORM DIVERSIFIED BUY AND HOLD MUTUAL FUND INVESTING BY A FACTOR OF 2-4 TIMES. The automated model incorporates three proven technical indicators--long term relative strength, moving average crossovers, and moving average slope, to identify the sector funds most likely to provide long term profits. The system can be used with any mutual fund, index fund, SPDR, ETF, future, or other index security to allocate capital to the most profitable sectors of the market. It operates with weekly .csv data files available for FREE over the Internet from Yahoo Finance, or an automated DDE data link if desired. Simply run the system on a weekly basis and make your investment decisions. A complete PDF Guide is provided along with a step-by-step Online Course so you can choose how to learn in the most comfortable way. Also included is a pre-built Excel backtest model that allows you to test up to 10 different funds versus buy and hold over a 10 year period.

- A complete PDF Guide showing you how to build and use the model
- A complete Online Course including everything in the PDF Guide PLUS VBA Code and FAQs sections
- A complete pre-built Backtesting Model in MS Excel with graphs and trade statistics for your historical analysis
- 30 days of online access to download the materials and learn how to build and use your new Sector Fund Model

- Instantaneous access to the PDF Guide, Online Course, and Backtesting Model with your own login and password provided at time of purchase
- Learn to integrate Excel, VBA, formulas, and data sources into a profitable trading tool
- Acquire unique knowledge applicable to any Excel modeling or analysis project
- Save money by eliminating recurring software costs
- Calculate Buy/Sell signals on hundreds of funds within seconds

Table of Contents

Basic Technical Requirements
Using the Model
Economic Cycles and Sector Fund Investing
Sector Rotation Timing Diagram
How to Profit From Sector Rotation Investing
-Period 1: Market Bottom
-Period 2: Market Recovery / New Bull Market
-Period 3: Market Top
-Period 4: Bear Market / Recession
Why the Classic Sector Rotation Model is Insufficient
How the Excel Sector Fund System is Superior: 4 Technical Tools
-Tool 1: 48-Week Relative Strength %
-Tool 2: Moving Average Crossovers
-Tool 3: Moving Average % Change
-Tool 4: Top 3 Funds
Building the Model
-Directory and File Structure
-Spreadsheet Structure
-\Calculations/ Sheet
-Visual Basic Macro Code
-\Signals/ Sheet
-\Data/ Sheet
Obtaining Historical Weekly Fund Price Data
Running the Model on a Weekly Basis
- When to Run the Model
- Combining the Signals with Other Market Information
- Money and Risk Management
Common Macro Errors
Backtesting the model

10 Year Backtesting Results

The following charts show historical backtesting results from March 15, 1993 to December 20, 2004 on 3 different U.S. fund families and 1 Exchange Traded Fund (ETF) family.



Fidelity Sector Funds

Vanguard Sector Funds

Technical Requirements
- Microsoft Excel for Windows
- Adobe Acrobat Reader
- 5 megabytes disk space
- Weekly Close Fund price data
- (OPTIONAL) DDE data import link for Excel


Goto Developer Web Site for more information

Additional Information: Building an Automated Sector Fund System in MS Excel
Requires Excel for Windows

Buy Online  $79.95

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