YODA'S TOOLBOX - SectorSurfer Special Interest Group


SectorSurfer

Gary Noreen, with the handle: YODA, leads our SectorSurfer SIG focusing on the new, revolutionary, web-based software service. 'Surfer' has changed the way portfolio decisions are made. From time-to-time we will add reports and hints that you may find helpful in understanding and applying this tool. Some items are presentations given at meetings of Gary's SectorSurfer Special Interest Group.

Click on the links that are highlighted in blue to view/download a presentation. Then use the Back Arrow on your browser to return to this page.

  • "RESIDENTIAL SOLAR POWER" presentation April 23, 2016 by GARY NOREEN to the SectorSurfer meeting of the Los Angeles Chapter - AAII. Reviews YODA’s experience with solar electric power at his old house and his investigation of adding solar power at his new house. It reviews industry evolution and forthcoming rate changes. It compares purchasing a system, purchasing power from a third party who installs a solar system on your roof, and just continuing to use utility power without solar.

  • "YODA'S SOLAR FINANCIAL CALCULATOR" presented April 23, 2016 by GARY NOREEN at the SectorSurfer meeting of the Los Angeles Chapter - AAII. A spreadsheet that compares the cost of purchasing a system, purchasing power from a third party who installs a solar system on your roof, and just continuing to use utility power without solar.

  • "SECTOR SURFER UPDATE" presentation April 23, 2016 by GARY NOREEN, "YODA" and SIG leader, to the SectorSurfer meeting of the Los Angeles Chapter - AAII. A short presentation on recent developments by SumGrowth, including links to some Scott Juds videos.

  • "TRUE SECTOR ROTATION MADE SIMPLE and PRACTICAL" presentation March 19, 2016 by SCOTT JUDS, President and Chief Surfer at SumGrowth Strategies, to the Skirball meeting of the Los Angeles Chapter - AAII. Scott reviews the SectorSurfer process and introduces the new, powerful StormGuard attributes that address the periodic draw down woes most investors inevitably face.

  • "ADDRESSING the SEVEN FACES of RISK" March 19, 2016 by SCOTT JUDS, President and Chief Surfer at SumGrowth Strategies. Time did not allow this presentation at the Skirball meeting of the Los Angeles Chapter - AAII. A detailed look at seven areas of risk in the investment arena, and how you may counterballance these risks.

  • "MOMENTUM ? ..." presentation on February 27, 2016 by Gary Noreen at the SectorSurfer SIG. Gary questions the performance of SectorSurfer in recent market conditions with an emphasis on alternative investment considerations. The meeting raised copious amounts of audience participation and suggestions...some of which are added to slides.

  • "MAYBE THEY WEREN'T WRONG..." presentation on August 22, 2015 by Gary Noreen at the SectorSurfer SIG. Gary presents an analysis of current market results comparing SectorSurfer with index and more conventional strategies, along with other topics. Click here for Handout.

  • "HAWAIIAN SHIRT SOCIETY" presentation on August 22, 2015 by Bruce Arnheim at the SectorSurfer SIG. Bruce and others introduced their investment club, an organization totally separate from AAII and the LA Chapter. Bruce demonstrated a process on how you may utilize SectorSurfer 'Hall of Fame' strategies to select your investment target. Included for this process is an Excel Spreadsheet Template which you may download.

  • "A BAD WEEK..." presentation on August 22, 2015 by Jim Quinn at the SectorSurfer SIG. Jim gives a rapid rundown on current market conditions and presents thoughtful data to help in your consideration of risks vs. rewards. What is your tolerance for risk?

  • "BACK TO BASICS and more" presentation on June 27, 2015 by Gary Noreen at the SectorSurfer SIG. Gary looks back at the performance of SectorSurfer and other strategies, a review of ETFreplay, and a variety of other topics with startling implications for your portfolio. Click here for Handout

  • "A SUMMER SAMPLER" presentation on June 27, 2015 by Jim Quinn at the SectorSurfer SIG. Jim reviews a wide variety of strategies: KISS, Dual Momentum and others. Includes many charts, tables and links.

  • "REGIME CHANGE and more" presentation on April 25, 2015 by Gary Noreen at the SectorSurfer SIG. Gary presents his views on the market consequences of 'regime change,' a review of ETFreplay, and a variety of other topics.

  • "SECTORSURFER and OTHER STRATEGIES" presentation on February 28, 2015 by Gary Noreen at the SectorSurfer SIG. Gary examines the performance of SectorSurfer, motifInvesting and Folio Strategies. Results and updates on Celeste and Gary's Portfolios, with other commentary.

  • "WHAT HAPPENED TO SECTORSURFER?" presentation on October 25, 2014 by Gary Noreen at the SectorSurfer SIG. Gary examines the negative performance of SectorSurfer in September, with reports on Strategies and Portfolios. Also an update on Celeste's Portfolio, Zillow and others.

  • "HOME AS AN ASSET?" presentation on August 23, 2014 by Walt Wey at the SectorSurfer SIG. When is it prudent to use your home equity? Walter Wey challenges the conventional wisdom against using your home as an asset. Wey compares the tax benefits of an equity line of credit, reverse mortgage, and home loan refinancing versus borrowing from an IRA. Learn if Wey's conclusions could work for you. .

  • "AUGUST SECTORSURFER MUSINGS" presentation on August 23, 2014 by Gary Noreen at the SectorSurfer SIG. Gary continues with our series of timely insights on maximizing investment results with Sector Surfer's SumGrowth software service. An update on Celeste's Portfolio with comparative results.

  • "BLACK BOX STORE" presentation on August 23, 2014 by Don Gimpel at the SectorSurfer SIG. Don puts forth a potential plan to generate your own investment timing system...it may need a bit more developement to be usable by the average investor. Hey, very interesting! (Note: See Don's Toolbox for additonal developments.)

  • "GARY'S PRESENTATION - JUNE 2014" presentation on June 28, 2014 by Gary Noreen at the SectorSurfer SIG. New observations on Celeste Portfolio, Fat is Good..., Take Social Security at 62, Liz Ann Sonders, House valuations, and other good stuff. Click here for Handout.

  • "REVIEW OF RICHARD YOUNG'S KISS APPROACH" presentation on June 28, 2014 by Jim Quinn at the SectorSurfer SIG. Jim reveals the successful, conservative KISS process of Richard Young using SectorSurfer; and reviews Jason Zweig's cogent article on the relation of stress in making market decisions. Copy of Zweig's article..

  • "MORE SECTOR SURFER PORTFOLIOS" presentation on April 26, 2014 by Gary Noreen at the SectorSurfer SIG. More advanced training on portfolio management using 'portfolios' to improve upon strategies.

  • Presentations on May 17, 2014 by Chief SectorSurfer, SCOTT JUDS at the Skirball May meeting of the chapter:

    "Birth and Development of SectorSurfer-Slides"
    "Birth and Development of SectorSurfer-Thumbnails and Speaker Notes"
    "How-To-Own-the-Bubble"
    New RisingStar materials to follow...
    "Frequently Asked Questions"

  • "SECTOR SURFER REVIEW" presentation on April 5, 2014 by Jim Quinn at the Strategic Investing SIG. A review of SectorSurfer detailing and expanding on presentations given 2-22-14 by Dan Gimpel and Gary Noreen. (94 slides)

  • "SECTOR SURFER STRATEGY POINTERS" presented February 22, 2014 by Dan Gimpel at the SectorSurfer SIG. An introduction to SectorSurfer, building strategies and experiential insights...great stuff!

  • "SECTOR SURFER HANDOUT" 16 page handout on February 22, 2014 by Don Gimpel at the SectorSurfer SIG. An extensive survey of strategies compiled by Don providing you with a handy shortcut to evaluating example strategies.

  • "SECTOR SURFER PORTFOLIOS" presentation on February 22, 2014 by Gary Noreen at the SectorSurfer SIG. An advanced disertation on portfolio management service from SumGrowth on techniques of using 'portfolios' to improve upon strategies.

  • "SECTOR SURFER Redux" presentation on February 1, 2014 by Jim Quinn at the Strategic Investing SIG. An elementary introduction to the hot, new portfolio management service from SumGrowth with examples and how-to fundamentals for you to get started.

  • "TACTICAL ROTATION: A NEWBIE PERSPECTIVE" presentation on September 5, 2013 by Gary Noreen at the Strategic Investing SIG. A look at SectorSurfer, a revolutionary service by SumGrowth.com, offering exceptional returns for your portfolio. Also, Gary's HANDOUT.