Powerfund Portfolios

MAXadvisor Powerfund Portfolios Update

February 15, 2008

Note to subscribers of the MAXadvisor Powerfund Portfolios: this month's portfolio performance data update and commentary has been posted. Subscribers can log in by clicking here.

The MAXadvisor Powerfund Portfolios is a collection of seven model mutual fund portfolios ranging in risk from safe to quite aggressive. Each portfolio is made up of a group of terrific, no-load, low-cost mutual funds that are carefully chosen to work together to lower volatility and increase returns. You can learn more about the MAXadvisor Powerfund Portfolios (and sign up for a free trial if you like what you see) by clicking here.

Safety First

January 8, 2008

As investors get optimistic, riskier assets tend to outperform. As they get more pessimistic, safer assets tend to win. While there were some big ups and downs in the stock market in 2007, the real fear was in the bond market - the place where real estate bubble borrowing goes to find a buyer.

In 2007 investors started to question the likelihood that all these trillions in borrowing would get repaid. What started in real-estate-related debt moved to all consumer debt and even lower grade corporate borrowing. Where did all this newly conservative money flock? Good ole' Uncle Sam debt. That's right - capitalists favorite whipping boy, the government, is the investment of choice when the going gets rough.

Look no further than Vanguard for an indication how the bond market was in 2007. Vanguard Long-Term U.S. Treasury (VUSTX) was up 9.2%, while Vanguard High Yield Corporate (VWEHX) was up a paltry 2%.

But the real winner in 2007 was bond king Bill Gross, who's negative outlook on the economy and general suspicion of the fancy financial footwork in the housing market led his bond funds to a strong return in 2007, after a ho-hum 2006:

The Pimco Total Return fund that Gross runs scored a gain of 8.6% last year, a higher return than 90% of its peer bond funds -- and better than the 6.4% gain of the average stock fund -- after Gross' gamble that the housing crisis would force the Federal Reserve to cut interest rates paid off late in the last third of the year.

For the fourth quarter, Gross' fund returned 3.8%."

We've had a long-time Powerfund Portfolio holding in Bill Gross-managed Harbor Bond Institutional (HABDX), which was up 8.7% in 2007.

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MAXadvisor Powerfund Portfolios Update

September 3, 2007

Note to subscribers of the MAXadvisor Powerfund Portfolios: September's feature article has been posted. Subscribers can log in by clicking here.

This month we look at what August's market turmoil means for Powerfund Portfolio investors.

The MAXadvisor Powerfund Portfolios is a collection of seven model mutual fund portfolios ranging in risk from very safe to quite aggressive. Each portfolio is made up of a group of terrific, no-load, low-cost mutual funds that are carefully chosen to work together to lower volatility and increase returns. You can learn more about the MAXadvisor Powerfund Portfolios (and sign up for a free trial if you like what you see) by clicking here.

MAXadvisor Powerfund Portfolios Update

August 17, 2007

Note to subscribers of the MAXadvisor Powerfund Portfolios: this month's portfolio performance data update and commentary has been posted. Subscribers can log in by clicking here.

The MAXadvisor Powerfund Portfolios is a collection of seven model mutual fund portfolios ranging in risk from very safe to quite aggressive. Each portfolio is made up of a group of terrific, no-load, low-cost mutual funds that are carefully chosen to work together to lower volatility and increase returns. You can learn more about the MAXadvisor Powerfund Portfolios (and sign up for a free trial if you like what you see) by clicking here.

MAXadvisor Powerfund Portfolios Update

August 1, 2007

Note to subscribers of the MAXadvisor Powerfund Portfolios: August's feature article has been posted.

Last week's 585 point drop in the Dow was the worst in five years. What does the market's recent volatility mean for MAXadvisor Powerfund Portfolio investors? Subscribers click here to find out.

The MAXadvisor Powerfund Portfolios is a collection of seven model mutual fund portfolios ranging in risk from very safe to quite aggressive. Each portfolio is made up of a group of terrific, no-load, low-cost mutual funds that are carefully chosen to work together to lower volatility and increase returns. You can learn more about the MAXadvisor Powerfund Portfolios (and sign up for a free trial if you like what you see) by clicking here.

New 'Our Favorite Funds' Report

June 14, 2007


Note to MAXadvisor Powerfund Portfolios subscribers: the Second Quarter, 2007 'Our Favorite Funds' report has been posted. MAXadvisor Powerfund Portfolios subscribers can access it by clicking here. Each 'Our Favorite Funds' report reveals what our analysts consider to be the very best no-load mutual funds in each fund category.

The MAXadvisor Powerfund Portfolios is a collection of seven model mutual fund portfolios ranging in risk from very safe to quite aggressive. Each portfolio is made up of a group of terrific, no-load, low-cost mutual funds that are carefully chosen to work together to lower volatility and increase returns. You can learn more about the MAXadvisor Powerfund Portfolios (and sign up for a free trial if you like what you see) by clicking here.

MAXadvisor Powerfund Portolios Update

May 16, 2007

Note to subscribers of the MAXadvisor Powerfund Portfolios: this month's portfolio performance data update and commentary has been posted. Subscribers can log in by clicking here.

The MAXadvisor Powerfund Portfolios is a collection of seven model mutual fund portfolios ranging in risk from very safe to quite aggressive. Each portfolio is made up of a group of terrific, no-load, low-cost mutual funds that are carefully chosen to work together to lower volatility and increase returns. You can learn more about the MAXadvisor Powerfund Portfolios (and sign up for a free trial if you like what you see) by clicking here. ...read the rest of this article»

MAXadvisor Powerfund Portfolios Update

May 2, 2007

Note to subscribers of the MAXadvisor Powerfund Portfolios: May's feature article has been posted. Subscribers can log in by clicking here.

Last month the Dow hit 13,000. We look at what the stock market's latest milestone means to Powerfund investors.

The MAXadvisor Powerfund Portfolios is a collection of seven model mutual fund portfolios ranging in risk from very safe to quite aggressive. Each portfolio is made up of a group of terrific, no-load, low-cost mutual funds that are carefully chosen to work together to lower volatility and increase returns. You can learn more about the MAXadvisor Powerfund Portfolios (and sign up for a free trial if you like what you see) by clicking here.

The Kip 25

May 1, 2007

Kiplinger has published their 'Kip 25' list of what they consider to be the 25 best mutual funds, and their selection methodology shares many factors with the one we use when picking funds for the MAXadvisor Powerfund Portfolios' 'Our Favorite Funds' report. Like us, Kiplinger's editors won't even consider funds with sales loads. They also share our love of funds with low expense ratios, minimal asset bloat, and solid long-term performance. Here's the complete Kip 25, with asterisks indicating funds that also appear on 'Our Favorites' list.

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MAXadvisor Powerfund Portfolios Update

April 16, 2007

Note to subscribers of the MAXadvisor Powerfund Portfolios: this month's portfolio performance data update and commentary has been posted. Subscribers can log in by clicking here.

The MAXadvisor Powerfund Portfolios is a collection of seven model mutual fund portfolios ranging in risk from very safe to quite aggressive. Each portfolio is made up of a group of terrific, no-load, low-cost mutual funds that are carefully chosen to work together to lower volatility and increase returns. You can learn more about the MAXadvisor Powerfund Portfolios (and sign up for a free trial if you like what you see) by clicking here.

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