Published by The Chartist, Inc. Applies market timing and relative strength strategies to mutual fund selections. A model portfolio is funded with the editor’s personal money.
| Publisher Link | Description |
|---|---|
![]() | Chartist Mutual Fund Newsletter – Dan Sullivan, Monthly |
![]() | Fidelity Investor – Jim Lowell, Monthly Published by Fund Works Inc. Jim Lowell is Editor-in-Chief of the multiple award-winning independent newsletters, Fidelity Investor and Fidelity Sector Investor, the Editor of The ETF Trader on Marketwatch, and Editor-in-Chief of The Forbes ETF Advisor by Jim Lowell. Lowell has also written several books on investing, most recently Investing from Scratch (revised edition, Penguin, 2006) and What Every Fidelity Investor Needs to Know (Wiley, 2007). Fidelity Investor provides an independent advisory service for investors of Fidelity mutual funds. Provides in-depth research on all Fidelity funds, including analysis of fund manager performance, fees, and management of a Fidelity 401(k). |
![]() | Fidelity Navigator – Mark A. Grimaldi, Monthly Published by Navigator Newsletters An independent guide to all Fidelity funds and annuities, including no-load, no-transaction fee funds. Recommendations are based on a combination of technical and fundamental analysis. The Navigator team publishes four monthly newsletters for sophisticated no-load mutual fund investors around the world. The newsletters include Mark A. Grimaldi’s outlook on the markets and the economy, “From the Crow’s Nest,” model portfolios that beat the markets and are rated an “A” for clarity by Hulbert’s Financial Digest plus rankings of funds from the top no-load mutual fund families. |
![]() | Fidelity Sector Investor – Jim Lowell, Weekly Published by Fund Works Inc. The Fidelity Sector Investor is a weekly, electronic, technical trading model for active traders that uses Fidelity’s unrivaled array of actively managed no-load Select Sector Funds. Fidelity’s Select funds are a hidden gem: overlooked and under-appreciated but nevertheless core strength for Fidelity investors who know how to use them. FSI’s model portfolios complement a more diversified growth or aggressive growth portfolio. Fidelity Sector Investor’s model portfolios are designed for long-term investors who don’t want to take a passive buy & hold approach to the markets. Using a highly technical and aggressive approach, this report holds seven Fidelity sector funds in consumer, cyclicals, health care, financial services, technology, utilities, regional and international categories. Designed for active and risk-tolerant investors. |
![]() | Harloff's The Intelligent Fund Investor – Dr. Gary J. Harloff, Ph.D., Monthly Published by Harloff Capital Management Harloff’s Intelligent Fund Investor monthly newsletter has superior performance, by 5.9% per year over 7.5 years, compared to Hulbert #1 ranked Sector Navigator newsletter. Hulbert monitors about 180 stock and fund newsletters and does not currently monitor “Harloff’s The Intelligent Fund Investor”. Creates fund and index portfolios. Offers buy and sell suggestions for over 125 mutual funds, and ranks world market indices using proprietary technical analysis. |
![]() | MONEYLETTER – Walter Frank, Monthly Published by PRI Financial Publishing Inc. Named Best Financial Advisory Newsletter by the Specialized Information Publishers Association. Delivered twice-monthly, MONEYLETTER contains clear asset allocation and buy/hold/sell advice. Database includes more than 700 funds, including Exchange-Traded Funds (ETFs). Determines the best asset allocation mix through fundamental analysis of stocks and current market. |
![]() | Mutual Fund Strategist – Holly Hooper-Fournier, Weekly Published by Mutual Fund Strategist Ltd. Employs technical market timing strategies to capture mutual fund profits when the market is advancing and protect gains during times of uncertainty. |
Navigator Weekly Commentary – Mark A. Grimaldi, Weekly Published by Navigator Newsletters Weekly update of the markets published by the Navigator team for sophisticated no-load mutual fund investors around the world. The commentary is updated weekly, or sooner if market conditions warrant. | |
![]() | No-Load Navigator – Mark A. Grimaldi, Monthly Published by Navigator Newsletters A completely independent guide to Vanguard funds and annuities, this report analyzes and ranks all of the no-load, no-transaction fee funds. Recommendations are based on a combination of technical and fundamental analysis. The Navigator team publishes four monthly newsletters for sophisticated no-load mutual fund investors around the world. The newsletters include Mark A. Grimaldi’s outlook on the markets and the economy, “From the Crow’s Nest,” model portfolios that beat the markets and are rated an “A” for clarity by Hulbert’s Financial Digest plus rankings of funds from the top no-load mutual fund families. |









