VFS Invest

VFS Asset Class and US Stock Sector Forecast Model

Below is the current month forecast for asset class and US stock market sector performance. Each month the model evaluations various technical factors to determine which areas of the market will outperform or underperform.

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Actual Forecast {{assetClassTool.AssetClassRatings.LastPerformanceProjectionPeriodDescr}} Projected Forecast {{assetClassTool.AssetClassRatings.CurrentPerformanceProjectionPeriodDescr}}
Asset Class Funds
Momentum Indicator
{{assetClass.ClassName}} Weak Negative Momentum Negative Momentum Strong Negative Momentum No Momentum Coorelation Weak Momentum Positive Momentum Strong Momentum

Stock Sector Funds
Momentum Indicator
{{sector.ClassName}} Weak Negative Momentum Negative Momentum Strong Negative Momentum No Momentum Coorelation Weak Momentum Positive Momentum Strong Momentum
LEGEND
– Overweight
– Neutral
– Underweight
– Rating Change This Period
Questions? Ideas for Improvement? Please Contact Us.
When a large percentage of asset categories are negative, the VFS asset allocation model adds the excess cash to your cash balance.

Asset Class - These are the asset classes tracked by the tool.

Momentum Indicator - Certain asset classes historically outperformed or underperformed based on historical momentum. VFS tracks this momentum at http://pugetinvestor.com/sectors.aspx. At Puget Investor you can view the current momentum indicator, as well as see historical samples of returns when shifting allocation based on momentum.

indicates positive momentum - based on historical indicators this asset class is predicted to outperform.
indicates negative momentum - based on historical indicators this asset class is predicted to underperform.

Base Allocation - The standard asset allocation that is right for you. There are a number of resources on the internet for helping determine your proper allocation, and determining your asset allocation should be an important first step. The allocations defaulted on this page are not meant to be a recommendation, these are just example values.

Adjusted Allocation - This is your base allocation adjusted by the momentum weighting amount.

Investment Balance - The amount to invest multiplied by the adjusted allocation.

Model Performance Charts


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