fundmodels.com fundmodels.com

FUNDMODELS.COM

FundModels

This is where I post weekly model results. These are the results that I use to make buying and selling decisions. Each week I post the make up of my current IRA, 401K, and 403B portfolios. You can see how well each has done in recent weeks and whether they are beating or losing to the overall market. Here also I explain my buying and selling decisions for each portfolio. About every six weeks or so, I post the overall progress of each portfolio. Here is where I post analysis of how to use the models.

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CONTACTS AT FUNDMODELS.COM

Smith, Joel

1078 Ha●●●●●●●ley Ave

San●●●ose , CA, 95129

US

408-●●●●9474
jo●●●●●●●●@softhome.net

View this contact

Smith, Joel

1078 Ha●●●●●●●ley Ave

San●●●ose , CA, 95129

US

408-●●●●9474
jo●●●●●●●●@softhome.net

View this contact

Smith, Joel

1078 Ha●●●●●●●ley Ave

San●●●ose , CA, 95129

US

408-●●●●9474
jo●●●●●●●●@softhome.net

View this contact

Smith, Joel

1078 Ha●●●●●●●ley Ave

San●●●ose , CA, 95129

US

408-●●●●9474
jo●●●●●●●●@softhome.net

View this contact

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FundModels | fundmodels.com Reviews
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This is where I post weekly model results. These are the results that I use to make buying and selling decisions. Each week I post the make up of my current IRA, 401K, and 403B portfolios. You can see how well each has done in recent weeks and whether they are beating or losing to the overall market. Here also I explain my buying and selling decisions for each portfolio. About every six weeks or so, I post the overall progress of each portfolio. Here is where I post analysis of how to use the models.
<META>
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1 fundmodels com
2 model results
3 my portfolio
4 historical results
5 analysis
6 2005 year end summary
7 for the year
8 2013 year end summary
9 fidelity
10 recent
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fundmodels com,model results,my portfolio,historical results,analysis,2005 year end summary,for the year,2013 year end summary,fidelity,recent,annual rate,portfolio,net ratio,questions
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FundModels | fundmodels.com Reviews

https://fundmodels.com

This is where I post weekly model results. These are the results that I use to make buying and selling decisions. Each week I post the make up of my current IRA, 401K, and 403B portfolios. You can see how well each has done in recent weeks and whether they are beating or losing to the overall market. Here also I explain my buying and selling decisions for each portfolio. About every six weeks or so, I post the overall progress of each portfolio. Here is where I post analysis of how to use the models.

INTERNAL PAGES

fundmodels.com fundmodels.com
1

Model Results

http://fundmodels.com/Web_Pages/Model_Results.htm

I've greatly reduced the reporting due to important new analysis which can be found. TSP analysis added on Wednesday, May 26, 2010. Analysis of using how well the models are working for specific funds was added the first week of July 2010 (See the Accuracy tab). In October 2010 I added new analysis for the WRL pool. Contact me at joelsmiths-fundmodels@yahoo.com. Historical note, August 2014:. August 9 2014 marked the 10th anniversary of managing investments using these models. In that time my Fidelity.

2

My Portfolio

http://fundmodels.com/Web_Pages/My_Portfolio.htm

Our Portfolio Results To Date. Here is a spreadsheet that shows how these models have worked out for me so far. Results are far beyond what I had originally expected but my analysis suggests I can beat the S&P 500 by a good margin year after year. Portfolio Results To Date. We have four very different portfolios. I have an old IRA with Fidelity that I rolled over from my Fujitsu 401K and an active 401K from SAS. They are called ‘Diverse’, ‘Select’, ‘Thirty’, and ‘Fujitsu’. From my Amdahl days.

3

My Portfolio

http://fundmodels.com/Web_Pages/Analysis.htm

This page will have historical analysis of how well this system would have worked with past data. There is always a giant caveat in the ‘would have’ since you tune systems to work best with past data and the past may not accurately reflect the future. Still you have to look back to have any chance of success. Model Results as of April 2010. April 1, 2007 -. Model Result as of April 1, 2007. I am back testing an experimental portfolio with about 385 domestic stocks plus about 25 foreign ETFs. I don't ...

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This is where I post weekly model results. These are the results that I use to make buying and selling decisions. Each week I post the make up of my current IRA, 401K, and 403B portfolios. You can see how well each has done in recent weeks and whether they are beating or losing to the overall market. Here also I explain my buying and selling decisions for each portfolio. About every six weeks or so, I post the overall progress of each portfolio. Here is where I post analysis of how to use the models.

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