Build an Automated Sector Fund System in Excel

This Online Course shows you how to build a long term sector fund rotation model using Microsoft Excel!
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Build an Automated Sector Fund System in Excel Description

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. A complete PDF Guide is provided along with a step-by-step Online Course so you can choose how to learn in the most comfortable way. 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 -A complete PDF Guide showing you how to build and use the model (includes most course content for your choice of learning material) -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) Technical Requirements -Microsoft Excel -Adobe Acrobat Reader -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 Introduction 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 Spreadsheet Structure Calculations/ Sheet Visual Basic Macro Code Signals/ Sheet Data/ Sheet 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 FAQs Backtesting the model Login Delivery 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.Platforms supported:Windows 95, Windows NT, Windows 2000, Windows XP, Windows 98, Windows Server 2003, .NET Windows, .NET Cross-Platform, XP Tablet PC, Windows XP x64, Windows Server 2003 x64, .NET 2.0 Windows, Windows Vista


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