Many investors feel stuck right now, and for good reason. It’s hard to know what’s the right move to make when you’re concerned about the economy, baffled by the stock market, and worried that your investment plans are no longer valid. Active strategies are helping investors adjust to rapidly changing markets. FundX’s proven strategy is designed to help you take advantage of major market trends and limit exposure to underperforming areas of the markets, without the need to forecast. Janet will share strategies and insights that have helped thousands of investors take control of their financial futures through good markets and bad. She’ll offer ideas on where to invest now amid COVID-19 uncertainty, what to do when markets change, and share secrets to long-term investment success. Investors are worried about market declines, and whether their money is working to their best advantage. Most people can pick a few good funds and do well as long as the market’s going up, but often discover that they want less volatile funds when the market turns. So, how do investors prepare for both scenarios? The most important thing you can do as an investor is to choose a plan and then stick to it. Janet will share the logic behind the FundX Upgrading discipline and the simple steps it takes to focus on what matters.
How to invest now when you can't know the future - participate in leadership trends by selecting funds and ETFs that are currently in favor.
How to avoid the worst mistakes and position for a variety of outcomes.
How to balance your assets for both growth and stability.
A decade ago socially responsible investing was considered a do-gooder’s approach. Today, as the world experiences the effects of climate change, income inequality, loss of privacy and injustice, investors are understanding that these issues pose real risk not just to the planet, but to companies. Sustainable investing aims to help investors assess a company’s environmental, social and governance (ESG) risks, and these risks are becoming increasingly important in this market environment. Funds with strong ESG ratings outperformed conventional funds as stocks plunged in the first quarter of 2020, Morningstar reported.
Janet will share how you can be alert to ESG risks in your portfolio and use funds and ETFs to invest in a way that seeks to build wealth and a better world. Janet has decades of experience building and managing fund and ETF portfolios and was an early advocate of what is now called sustainable responsible investing. She’ll show you how to find funds that are right for your goals and your risk needs.
How sustainability-integrated portfolios aim to provide better risk-adjusted returns.
Why this could be a good time to invest in ESG funds.
Impact-oriented funds can help companies as well as investors.
Janet Brown, CEO FundX Investment Group, San Francisco, CA
Janet Brown is CEO of FundX Investment Group, a San Francisco-based registered investment advisor since 1969. She runs "the best-performing momentum strategy over the long term,'' according to Marketwatch, “How to Bet on Stock Market Momentum” (January 2017).
For decades, her acclaimed Upgrading strategy has helped investors use mutual funds and exchange-traded funds (ETFs) to manage risk, navigate changing markets, and meet lifelong investment goals.
FundX manages separate accounts for individuals, retirement plans and businesses; publishes NoLoad FundX, a monthly newsletter; and also offers a series of FundX Upgrader Funds available through all major brokers.