This Online Course walks you step-by-step through building a long term sector fund rotation model using Microsoft Excel. Microsoft's Visual Basic (VBA) language is used in conjunction with Excel's user interface, formulas, and calculation capabilities to deliver a powerful and flexible trading tool.
The model is based on the classic market economist's Sector Rotation Model, providing several crucial improvements that eliminate the guesswork in timing fund switches. Over long periods, the strategy can outperform diversified buy and hold mutual fund investing by a significant margin by focusing capital in the economic sectors most likely to outperform the overall market at any given time.
The automated model incorporates three proven technical indicators--long term relative strength, moving average crossovers, and moving average slope, to identify the sector funds most likely to provide long term profits. The system can be used with any mutual fund, index fund, SPDR, ETF, future, or other index security to allocate capital to the most profitable sectors of the market. Simply run the system on a weekly basis and make your investment decisions.
The model uses weekly .CSV price data files available for free over the Internet from Yahoo!Finance or other data provider. Alternately, you can use an automated DDE data link from your own data provider if desired.
Also included is a pre-built Excel backtest model that allows you to test up to 10 different funds versus buy and hold over a 10 year period.
What You Get With Each Course: A Tremendous 3-in-1 Value!
-A complete Online Course PLUS VBA Code and FAQs sections
-Detailed instructions on importing prices into Excel using eSignal QLink and Yahoo!Finance
-A complete pre-built Backtesting Model in MS Excel with graphs and trade statistics for your historical analysis
-60 days of online access to access the course materials and learn how to build and use your new Trading Model
Features & Benefits
-Access to the course materials with your own login and password
-Learn to integrate Excel, VBA, formulas, and data sources into a profitable trading tool
-Acquire unique knowledge applicable to any Excel modeling or analysis project
-Save money by eliminating recurring software costs
-Calculate trading signals on a large number of stocks, funds, or spreads within seconds (limited only by Excel's data capacity)
-5 megabytes disk space (for data storage)
-Weekly close fund price data (available free from Yahoo!Finance)
-Internet access (high speed DSL or cable modem suggested, but not necessary)
-OPTIONAL: DDE data import link for Excel through your data provider (advised for more than 5-10 securities, otherwise free price data from Yahoo!Finance or other source works fine)
Table of Contents
Basic Technical Requirements
Using the Model
Economic Cycles and Sector Fund Investing
Sector Rotation Timing Diagram
How to Profit from Sector Fund Rotation Investing
Period 1: Market Bottom
Period 2: Market Recovery / New Bull Market
Period 3: Market Top
Period 4: Bear Market / Recession
Why the Classic Sector Rotation Model is Insufficient
How the Excel Sector Fund System is Superior: 4 Technical Tools
Tool 1: 48-Week Relative Strength %
Tool 2: Moving Average Crossovers
Tool 3: Moving Average % Change
Tool 4: Top 3 Funds
Building the Model
Directory and File Structure
Visual Basic Macro Code
Obtaining Historical Weekly Fund Price Data
Running the Model on a Weekly Basis
When to Run the Model
Combining the Signals with Other Market Information
Money and Risk Management
Common Macro Errors
Backtesting the model
You will receive an email at the address you provided during the payment process to access the online materials. We generally email usernames and passwords within 48 hours of purchase (usually much sooner). In some cases (due to holidays, weekends, or technical difficulties) it may take longer than 48 hours.
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