VIP High-Div. Fund List Performance 2.15.17

EOM Garden Growing Prep:   VIP High-Div. Fund List Performance  2.15.17         
If you want to have a better performance than the crowd, you must do things differently from the crowd.                                                 Sir John Templeton

Today I begin my “rubber meets the road” analysis for building gardens.

If having problems downloading the “ES Allocation Worksheet” (in the Members Vault), you may need to click on the “Enable Editing” button in your MS Office application to access the editable “Landscape” format. The report should look the same as the  PDF version.

A question from an EOM Member.

“I just feel overwhelmed when I sit down to choose which candidates I want to watch to put in my Roth. Even though they are all narrowed down into sections, etc., I am looking at the ones listed with large spreads. Then I look at Simple Simon, but when there isn’t a buy signal, I’m not sure what parameters I should set for alerts.”

Many EOM Members are in the same boat and why I decided to design a step-by-step analysis on the Garden Growing procedure. Also, I am starting a new IRA account with real money to use as an example.

When we near the end of this series, I plan to offer an “in-person” seminar to further explain the procedure and answer all question. Since my EOM Members are located from Seattle to Florida, I am working to offer it online with only a few day delay. The location-seminar details will be finalized soon.

Where do we go from here? The first step is to get all potential players (funds) on the table. Today I highlight the VIP High-Dividend Monthly CEFs-file B A3. Thursday I feature All-Star A List A file B A1 and Friday I end with All-Star List B-file B A2.

Next week, we will break out the worksheet and get busy building our wish list.

Time to get busy….

This chart shows the performance of the top nine funds since the last sizable pullback in February of 2016. Why nine? This is the maximum number for performance charts with my SC subscription.

All funds are outperforming the SPX by a minimum of eight percent. Note the high and low performers.

In this chart, we analyze performance in 2017. Are the previous high/low performers the same? This answer is no.

Tomorrow, I continue to explain the “Garden Growing” process, with my All-Star A List A file B A1. Go to the “Members Vault” and download your copy of the “Asset Allocation Worksheet” to be prepared.

If you have questions, please send them to me at 

Enjoy your week!

David O. England

Plan your work, work your plan, and share your harvest! 1 Timothy 2:1-2

This information is for Educational purposes only. It shall in no event be construed or interpreted as an offer or recommendation to buy or sell securities of any kind.

DAVID O. ENGLAND is the founder of the Eye on the Market-Training Academy and Associate Professor Emeritus of Finance. This column is presented for educational purposes only and not intended as financial advice.

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