Bell Investment Advisors Launches Bell Performance Review; Firm Sees Opportunity to Pit Strategy, Performance Against Traditional Investment Strategies.To download high-resolution, print-ready JPEG JPEG in full Joint Photographic Experts Group Standard computer file format for storing graphic images in a compressed form for general use. JPEG images are compressed using a mathematical algorithm. images, click on the thumbnail A miniature representation of a page or image that is used to identify a file by its contents. Clicking the thumbnail opens the file. Thumbnails are an option in file managers, such as Windows Explorer, and they are found in photo editing and graphics program to quickly browse multiple image above. WARNING: these images are very large (800K+) Click here for caption Photo Editors/Business Editors MULTIMEDIA AVAILABLE: http://www.businesswire.com/cgi-bin/mmg.cgi?eid=4559179 OAKLAND, Calif.--(BUSINESS WIRE)--Jan. 27, 2004 Bell Investment Advisors Investment Advisor 1. A person making investment recommendations in return for a flat fee or percentage of assets managed, known as a commission. 2. For mutual fund companies, it is the individual who has the day-to-day responsibility of investing and monitoring the cash and , Inc. today launched the Bell Performance Review newsletter based on a proprietary no-load mutual fund No-load mutual fund An open-end investment company whose shares are sold without a sales charge. There can be other distribution charges, however, such as Article 12B-1 fees. A true no-load fund has neither a sales charge nor a distribution fee. ranking system known as Active Portfolio Enhancement. The newsletter provides individual investors with a simple, flexible strategy proven to beat bear- and bull-market conditions by 4-5 percent on average for the past 13 years. "Subscribers need only review their portfolio and newsletter once every month and move out of lower-ranked funds and into higher-ranked funds," Bell's Matthew King Matthew King is a fictional character portrayed by Matt Healy on the soap opera Emmerdale. About Matthew Ever since the King family arrived in March 2004, Matthew has remained the most calculating and scheming of his dysfunctional clan. said. "We use recent short-term performance as a guide to identify and rank no-load funds A type of Mutual Fund that does not impose extra charges for administrative and selling expenses incurred in offering its shares for sale to the public. based on market trends. As a result, subscribers can use the newsletter to get in early on an emerging trend, harvest excess returns and, perhaps more importantly, avoid trouble areas." Traditional investment strategists say an efficient market cannot be consistently beat and criticize active trading because it generates transaction costs Transaction Costs Costs incurred when buying or selling securities. These include brokers' commissions and spreads (the difference between the price the dealer paid for a security and the price they can sell it). , capital gains and, ultimately, taxes. The majority of the funds ranked in Bell Performance Review, however, are free of transaction costs at many brokerages, allowing investors to move among funds for little or no cost. "The key to our fund ranking system is flexibility. Newsletter subscribers can use the rankings to move assets into funds performing well relative to the market," said King, a Bell portfolio manager. "Most traditional fund managers do not offer this flexibility. They do not change investment styles--large cap versus small cap, growth versus value, domestic versus international--regardless of market trends." If a higher-ranked fund turns for the worse, newsletter subscribers sell the fund to realize a short-term loss to offset overall taxable gains Taxable Gain The portion of a sale that is liable to taxation. Notes: When redistributing mutual fund shares that have increased in value, returns may be subject to taxation. See also: Capital gain, Income Tax . But in the end, King says, "If investors are making money, taxes must be paid. The good news is you're making money." "We really showed our performance in the last couple of down years," King explained, "outperforming the market and even making money in some of the down years." "Many individual investors can make money when the market is booming as it was during the 1990s technology rally," King said. "But we thrive on getting into and out of a trend to realize the majority of the gains made during such a rally. Some investors lost 90 percent of their investments when the tech bubble burst. That would never happen if an individual investor followed the strategy and ranking system within the Bell Performance Review." For an annual subscription rate of $150, individual mutual fund investors receive the monthly fund-ranking newsletter via e-mail. Investors interested in benefiting from this market-beating strategy should call 800-700-0089 or e-mail info@bellperformance.com and ask to subscribe to Verb 1. subscribe to - receive or obtain regularly; "We take the Times every day" subscribe, take buy, purchase - obtain by purchase; acquire by means of a financial transaction; "The family purchased a new car"; "The conglomerate acquired a new company"; Bell Performance Review. Bell Investment Advisors is not compensated beyond the $150 subscription fee for ranking the funds in Bell Performance Review to ensure objective fund rankings. Visit www.bellperformance.com to learn more. Media Resources: To download Bell Performance Review, performance graph, fact sheet, logo and Matthew King photo, visit http://www.bellperformance.com/mediaresource/media.html Bell Investment Advisors is an Oakland-based investment management and financial planning Financial planning Evaluating the investing and financing options available to a firm. Planning includes attempting to make optimal decisions, projecting the consequences of these decisions for the firm in the form of a financial plan, and then comparing future performance against firm committed to delivering results well beyond market standards. Since the firm's inception in1991, we have used our proprietary Active Portfolio Enhancement technology to outperform Outperform An analyst recommendation meaning a stock is expected to do slightly better than the market return. Notes: Exact definitions vary by brokerage, but in general this rating is better than neutral and worse than buy or strong buy. the S&P 500 by 300 percentage points. All of us at Bell Investment Advisors share a continued commitment to providing clients with uncommon performance as well as high levels of personal service and care. Please visit www.bellinvest.com to learn more about us. MULTIMEDIA AVAILABLE: http://www.businesswire.com/cgi-bin/mmg.cgi?eid=4559179 |
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