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Strategies & Market Trends
Fund Switching Techniques
An SI Board Since May 1997
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Emcee:  Jack Park Type:  Unmoderated
There appears to be three threads here which deal in some manner with mutual fund switching. One relates to FastTrack, one to the Fidelity Selects, and one related to AIM/Newport software. Perhaps each thread has elements of what this thread intends.

Specifically, I'm very interested in the generalized topic of fund switching, without regard to software or fund families. Certainly, discussion based on an individuals specific experiences is welcome. I suspect each of the other threads have something to contribute to such a discussion. I am suggesting this thread as a central repository for such a discussion.

I have recently built a simple Excel-based switching system, inspired by fiddling with a copy of FastTrack I have on the Pentium board in my Mac. The FastTrack program doesn't seem to do all its card tricks so I decided to model it in Excel.

I'm wondering if others are interested in switching techniques. Which approaches to entry and exit computation are best? Which types of market timing overlays are appropriate? What kinds of results are being realized in both paper and live trading? Which brokers/fund families are the best hosts for switching?

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ReplyMessage PreviewFromRecsPosted
293Sector Strength Fidelity No. of No. of Sector StrJulius Wong-11/23/2002
292Friday, June 21, 2002 Model Select Fund Portfolio FSAGX 30% FSHCX 30% Julius Wong-6/23/2002
291Scorecard for Gold Oriented Funds online.wsj.comJulius Wong-5/27/2002
290Friday, April 5, 2002 -- All Fidelity Funds Top 10 Fidelity Funds 1 FSAGX Julius Wong-4/6/2002
289Ohhhhhhhhhhhhh !!!! Pardon me. DaveV (sleepy but not dead yet).Dave Van Rensselaer-11/15/2001
288Back from the dead! (sortof) Dave, I have always just used another web site for Jack Park-11/13/2001
287Is there a way to post a .gif chart on SI? Apparently, I would have to go on thDave Van Rensselaer-6/24/2001
286FSESX oversold.Julius Wong-6/24/2001
285See the market turned south between March 7 and March 14 Message 15464939 MessJulius Wong-3/21/2001
284Last three (market) days FSHCX + 2.09% FDFAX + 2.04% FSPCX + Julius Wong-11/12/2000
283The Fidelity financial sector select funds are strong. Of the Fidelity select Julius Wong-8/6/2000
282 Friday February 4, 2000 Low RSI Fidelity Select Funds FSDFX, FSRFX, FSAIXJulius Wong-2/6/2000
281 Those who want to learn more about Trendline breaks. View this link: Jim Battaglia-9/27/1999
280 Jim: Thanks for sharing the data. You posts clearly illustrated the significanJulius Wong-9/26/1999
279 More Moving average info! Symbl VALUE 5 ema 13 ema 19 ema 39 ema 50 Jim Battaglia-9/26/1999
278 I agree with your assestment that Moving Averages and Trends are significant inJim Battaglia-9/26/1999
277 Let's keep this thread active. Mutual fund switching fundamentals: 1. thJulius Wong-9/25/1999
276 Hi vol I've been spending my time constructing a version of the AIM methodJack Park-10/7/1998
275 Anybody using any fund switching techniques lately? What sources do you use foVol-9/30/1998
274 Volunteer: I am not familiar with PitBull sector funds service. JuliusJulius Wong-9/19/1998 anybody ever heard of this service? it's by the same guy who starVol-9/18/1998
272 Jack: Which Fidelity Select funds have more large up-and-down movement? From aJulius Wong-8/23/1998
271 I'm not dead yet. Hi folks. It doesn't seem right that this forum shoJack Park-7/30/1998
270 I finally got my mac back online and SI does seem to be quicker. I notice, howJack Park-1/27/1998
269 Jack, May/should be a bounce here. Testing the lows that should have been meePaver-1/13/1998
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