An online course that walks you step-by-step through building an automated long term sector fund rotation model using Microsoft Excel!
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 price data 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
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
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