The alphaplus Developer
Jerome (Jerry) Becker
Jerome (Jerry) Becker: Worked in all aspects of physical design of guidance and fire control computers for aircraft, missile, and satellite design. His last years at the Hughes Aircraft Co. concluded an exciting and successful career in design engineering as the manager of the Electronics Physical Design Engineering laboratory.
Before retiring early, looking for money management advice, he interviewed a few investment (money) managers from several notable Financial Institutions. At the end of each (how great it’s going to be) sales pitch, when asked, “what is your performance history over the last 3, 5, 10 years?” no one could or would give an adequate response to his question. He ultimately made the decision to manage his own retirement plan.
Jerry’s interest in equity markets grew while he was managing his investments and 401k plan. He had been investing for approximately eight years in a number of stocks, mutual funds, and various Fidelity sector funds (FSSF) (which became available in 1987). He decided to take on investment activity as his next big full-time project.
After some small gains and some large losses as an ordinary investor, Jerry realized that buying stocks was much too volatile and time consuming. He concluded that without the necessary desire and time to do research, homework and effectively follow-up and maintain a portfolio, he would avoid individual stocks. His mutual fund investments seemed to barely gain enough to pay the expenses and fees that were being charged. His experience with Fidelity sector fund investing was by far the best method for him (and he thought, for the average investor as well) to achieve significant growth in his/their retirement accounts.
Fidelity sector funds were well diversified, moderately conservative, and he could manage his own portfolio as it didn’t require much work or time. FSSFs appreciated in value almost as well as good stocks and losses were dampened by the number of stocks in each fund. Perfect for him!
It wasn’t until after months of analysis, and the new availability of personal computers and the Excel spreadsheet format that Jerry envisioned developing an automated investing program to produce guidance towards extraordinary gains. He believed he could beat the S&P 500 index with Sector Fund Investing as the vehicle.
The Beginning of alphaplus
Triple the Average of the S&P 500 & Nasdaq
His initial goal was to better the S&P 500 on a continuous basis. His work in the two years that followed, he raised the bar to…double the S&P 500…, but what he achieved was exceptional…triple the average of the S&P 500 & NASDAQ. He named his program alphaplus.
Industry sector Exchange Traded Funds (ETFs) came to the markets in force eight to ten years ago and are now one of the more popular investment vehicles for individual investors, seeming to validate Jerry’s decisions and choices made almost twenty five years earlier. Each ETF, like Sector funds, is identified as a sector of industry, and all of the stocks in them do the majority of their business within that industry sector. ETFs are basically the same as FSSFs, with the exception that they can be bought and sold any time of the trading day, while FSSFs are traded at the end of the day. The stocks within each ETF may vary dependent on each ETF manager’s selections, but over time ETFs average gain has shown to be equal to its equivalent FSSFs.
Most of all, and contrary to most money managers, Jerry is happy to share alphaplus, and its 30-year performance statistics with you.
Subscribe to ETF Sector Fund Investing for Just $16 Month. (w/ Annual Subscription)
What Clients Are Saying About The alphaplus System
Barbara B. CFP
"The alphaplus method is created for sifting through the myriad ETFs out there and is really an amazing tool, with buy/sell signals, supported by years of data. The track record of the alphaplus method is unsurpassed and is amazing tool to help quiet all the noise in the ETF space. The daily summary is clear and concise - with definite buy and sell signals - it really pares the data down to the essentials."
Eliad
"I had never invested before, but the alphaplus Investment Method makes it so easy. I gained 5% on my original invesment within the first month. My favorite feature about the daily summary is that it will tell me what to buy, and if I need to sell. This enables me to go after aggressive growth while still feeling secure placing my savings in the stock market. I highly recommend this service."
Arnie V.
"I followed the alphaplus system for several months and liked the results. I began to split my retirement IRA funds between 1) an account with funds suggested by my investment house and 2) a second account invested using the alphaplus system. The second account has significantly grown to almost 50% of my IRA assets as results of using the alphaplus system."
