The AAII San Francisco Chapter presents...
ETF Rotation: Backtesting and Live Account Management
Jackie Ann Patterson
The Upgrading Strategy and What It Is Telling Us Now
President, FundX Investment Group
Janet Brown’s presentation will cover upgrading, a systematic method of identifying market leadership among mutual funds and ETFs that fit your needs. Return momentum over the past one, three, six and 12 months is a key focus of the “Upgrading Strategy.” The FundX Investment Group (formerly DAL Investment Company) has been using the strategy in its newsletter and account management businesses for over three decades, and in the FundX Upgrader funds since 2001. The newsletter has received high ratings by the Hulbert Financial Digest over the long term.
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