Enhanced Fund Switching by Jack Singer
ARTICLE SYNOPSIS ...Enhanced Fund Switching by Jack Singer
Jay Kaeppel published a highly successful fund switching strategy in July 1999. Here 's how to make it even juicier.
In March 1999, I lost a client to a stockbroker because I
was too conservative in my investing style, using the accepted strategy of buy/hold on a diversified portfolio of funds. Asset allocation and diversification, for those who don't know, is where money is spread over a variety of assets, some of which will outperform and others of which will underperform. All are at various stages of cyclical performance, the underlying strategy bein...