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RESEARCHERS at Yale appear to have solved a big problem for mutual fund rating systems. In doing so, the research team may have also found a better way to pick winning stock funds.
--- The New York Times


The Kalman filter: could it be the Holy Grail?
--- Financial Advisor Magazine
Investment Advice Custom-Tailored to Fit Your Needs
Jan. '05 Portfolio Returns
Jan. '05 Portfolio Returns
Welcome to Alpha Investment Opportunities!

We use our advanced Kalman filter model to rank hundreds of domestic equity funds every month. From this ranking we can tell you which mutual funds are likely to outperform the market and which are not.

Every month we produce clear concise recommendations that can help determine exactly what to buy, sell, or hold.

Preserve, protect, and grow your mutual fund investments.

Alpha Investment Opportunities Selection System Works, and Here’s the Proof

An investor using our Kalman filter model since January 2005 and rebalancing once a year into the model portfolio would have earned a return of 32.99% vs. Russell 3000 25.43%!

Forward-looking analysis — how funds will do tomorrow is much more important than how they did yesterday

Ratings and grades based on proprietary Kalman fund-screening criteria

Alpha Investment Opportunities allows you to be proactive instead of merely reactive.

You get rankings and advice to keep you ahead of the curve.
Latest Articles
Managing Your Mortgage: Part II
September 19, 2006
In order to understand what type of mortgage you should try to get, or when you should refinance it, you need to understand something about how interest rates work.(more)

Managing Your Mortgage: Part I
July 26, 2006
As nearly everybody knows a house is the biggest investment most families will ever make. On the other side of that cliché should be appended the statement that the mortgage to buy the house is the biggest single loan most families will every have to deal with. So, it is quite important to deal with it well.(more)

Dollar Cost Averaging
May 6, 2006
The way some investment advisors talk about dollar cost averaging you would think that it is a magical strategy by which you can increase your portfolio’s overall return. If only it were so!(more)

Why Past Performance is not Indicative of Future Returns
February 6, 2006
Everyone has seen the famous government mandated disclaimer under nearly every investment performance chart, "Performance data quoted represents past performance and does not guarantee future results." Actually, for most funds, newsletters, and advisors a more accurate quote might be, "Performance data quoted represents sheer luck . . . (more)


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