How are the MONEYLETTER Model Portfolios created/managed?
Based on Mr. Frank’s approach, funds “earn” their way into the Model Portfolios. First, hard-nosed fundamental economic analysis is combined with sophisticated technical tools to determine the asset allocation mix that is most compatible with the current investment climate. Proprietary valuation and ranking techniques are then applied to a constantly expanding database so that only the very best mutual funds are selected. As a MONEYLETTER subscriber, you provide the final—and most important—element: decision-making based on your risk tolerance, time horizon, tax situation, and income requirements. If you think you could be doing better, but need some help executing these strategies, visit PRI Financial Advisors.
