Too many E-mail Alerts?

• We always provide Model Portfolio changes a day in advance so subscribers have an opportunity to follow the portfolio exactly. We first issue "pending buy" or "pending sell" transactions where the closing amounts are estimated and then we send out the appropriate alert e-mail. The next day we calculate the exact closing amounts and send out another alert e-mail. Therefore, we're sending out two alert e-mails on consecutive days for changes to the model portfolios. In the future, we'll provide an alert e-mail filter that enables you to receive only the pending Buy/Sell transactions and we'll make this the default behavior.

• You can set your alert e-mail preferences by clicking on the Membership tab and the E-mail Alerts. Here, you can select which model portfolios and mutual funds you would like to receive alerts on. Or, you can choose a checkbox to receive an alert whenever there is any recommendation or model portfolio change on our web site. You can also specify if you would like to receive our once a week market commentary.

• When the model portfolios are 100% invested to the market, each Buy transaction must also be paired with a Sell transaction to free up cash for the transaction. This causes the perception that we're thrashing by getting into and out of the market rapidly. In reality, we're slowly pruning the portfolio to keep it in line with market leadership and funds that provide the best Risk/Reward profiles. All of our fund holding are incrementally built up over time. Large positions in a fund are a result of incremental investments due to strength of the fund's Risk/Reward profile. For example, if we have a $40K position in ARSVX, we may have achieved this exposure using four (4) incremental $10K investments in ARSVX as the Risk/Reward strength continues over time. When the fund underperforms, we use a similar incremental strategy to sell out of the mutual fund.

• We also send out alert e-mails whenever a fund provides a distribution, dividend, or closes to new investors. In the future, we'll provide better filtering mechanisms to eliminate these alerts for subscribers who are not interested in this information.

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posted by Ramesh Agarwal & Team @ 2:49 PM   0 Comments  

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