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.